February 25, 2018

Our Guarantee

If, within the first year of service, you are not satisfied with the value of Planvesting’s Investment Management Services, we will refund your (non-custodial) fees paid within the three months prior to ending your service. Custodial fees are non-refundable.

Note that we can NOT guarantee the performance of your investments — it would be foolish for any investment advisor to offer such a guarantee. What we do guarantee is that you will be satisfied with the value of the advice you receive from Planvesting.