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Stewardship & Ethics. News & Views. PLAN INVEST. RELAX. You Deserve Better . Go to A BETTER PLAN. You deserve a Better Plan a Plan that helps you achieve your most important financial goals like a secure retirement while avoiding unnecessary risk. A Plan that gives you confidence that your goals will be met. Go to A BETTER PORTFOLIO. Go to A BETTER PRICE. Go to A Better Partner. Objective Advice. Fiduciary Mindset. Low, Fixed Fees. Because we have no third-party financial relationships, we can provide co...

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Home • Planvesting | planvesting.com Reviews

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Stewardship & Ethics. News & Views. PLAN INVEST. RELAX. You Deserve Better . Go to A BETTER PLAN. You deserve a Better Plan a Plan that helps you achieve your most important financial goals like a secure retirement while avoiding unnecessary risk. A Plan that gives you confidence that your goals will be met. Go to A BETTER PORTFOLIO. Go to A BETTER PRICE. Go to A Better Partner. Objective Advice. Fiduciary Mindset. Low, Fixed Fees. Because we have no third-party financial relationships, we can provide co...

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Home • Planvesting | planvesting.com Reviews

https://planvesting.com

Stewardship & Ethics. News & Views. PLAN INVEST. RELAX. You Deserve Better . Go to A BETTER PLAN. You deserve a Better Plan a Plan that helps you achieve your most important financial goals like a secure retirement while avoiding unnecessary risk. A Plan that gives you confidence that your goals will be met. Go to A BETTER PORTFOLIO. Go to A BETTER PRICE. Go to A Better Partner. Objective Advice. Fiduciary Mindset. Low, Fixed Fees. Because we have no third-party financial relationships, we can provide co...

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planvesting.com

1

Planvesting | A Better Price

http://planvesting.com/the-planvesting-advantage/flat-fee

Stewardship & Ethics. In today’s low expected-return environment, cost control is a critically important component of investment success. Many advisors understand this and wisely recommend the use of low-cost index funds. However, many of these same advisors haven’t looked in the mirror lately: they harp on the exorbitant fees charged by the mutual fund industry, but somehow always find a way to justify their own exorbitant advisory fees. Michael L. Gay, MBA, CFP. Patience. Patience. Patience. Go Ahead, ...

2

Planvesting | About Us

http://planvesting.com/about-us

Stewardship & Ethics. Planvesting is a small firm built upon ideals – ideals that weren’t being met by our Founder’s previous employers. Ideals that include always putting the client’s interest first even when it goes beyond the fiduciary standard of care, and even when it has a negative impact on “profitability” and/or “efficiency”. Least Risk Investing – Avoiding Investing’s Most Common Pitfalls. William J. Bernstein. Is a practicing neurologist, self-taught investor extraordinaire and remarkably one o...

3

Planvesting | Disclaimer

http://planvesting.com/about-us/disclaimer

Stewardship & Ethics. PLANVESTING, LLC (referred to as PLANVESTING ) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information ( information ). Through this policy and its underlying procedures, PLANVESTING attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information. Each client and pros...

4

Planvesting | A Better Portfolio

http://planvesting.com/the-planvesting-advantage/dfa

Stewardship & Ethics. While we don’t use Dimensional Funds exclusively, we do believe wholeheartedly in their. To investment management. Why? Because no other company has done a better job of discovering and capturing the various dimensions of return that the stock and bond markets have to offer. What are those dimensions of returns (aka “risk factors”)? In a nutshell, there are six of them and, taken together, they account for the vast majority of. Well-diversified portfolio’s returns:. Similarly, durin...

5

Planvesting | A Better Plan

http://planvesting.com/the-planvesting-advantage/least-risk

Stewardship & Ethics. PLANNING IS THE CORNERSTONE OF INVESTMENT SUCCESS. YOU WANT TO DO THINGS, HAVE ENOUGH, AND KNOW YOU’LL BE O.K. The process starts with a single, seemingly simple question: What do you want? What do you want to do, to learn, to own or to become? What are your goals and priorities? Do you want a cabin in the woods? Do you want to take a sabbatical or change careers? Do you want to pay for your grandchildren’s education? Or do you simply want a secure retirement? There are good investm...

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planvesting.com

Home • Planvesting

Stewardship & Ethics. News & Views. PLAN INVEST. RELAX. You Deserve Better . Go to A BETTER PLAN. You deserve a Better Plan a Plan that helps you achieve your most important financial goals like a secure retirement while avoiding unnecessary risk. A Plan that gives you confidence that your goals will be met. Go to A BETTER PORTFOLIO. Go to A BETTER PRICE. Go to A Better Partner. Objective Advice. Fiduciary Mindset. Low, Fixed Fees. Because we have no third-party financial relationships, we can provide co...

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