February 25, 2018

Our Guarantee

If, during your first year of service, you are not satisfied with the value of Planvesting’s Investment Management Services, we will refund any fees you paid to Planvesting 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 investment management advice you receive from Planvesting.