INNOVATIVE, AFFORDABLE
FINANCIAL PLANNING

What was once available only to the rich
is now for availble for you. Read More...

Affordable Money Management

Let us help put your financial plan into action. Read More...
ONLY YOUR BEST INTERESTS
No hidden fees, no commissions. Completely
independent and objective. Read More...

We Make Planning Simple, Affordable and Convenient
Building your financial plan with our technology makes it
easy to prepare for your “financial future”. Read More...

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Our Promise – Provide The Most Comprehensive Financial Planning and Money Management Solution at a Price Everyone Can Afford

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A financial plan that is… Online, personalized just for you, looks at all of your assets and helps you prepare for your future.

Are you concerned about your retirement? Do you feel that your financial future is uncertain, but not sure where to begin? We know exactly what you mean. The good news is you’re in the right place. We’ll help create your own personalized financial plan that looks at all your financial assets without paying thousands of dollars (or having to sit through multiple “sales meetings” with an investment advisor).

Your Financial Plan Includes:
  • Personalized recommendations for your unique circumstances
  • Analysis of all your financial assets
  • Online convenience, complete at your leisure
  • Objective, independent advice
  • All for only $199

No Risk – Money Back Guarantee: Let Plan & Act help create a comprehensive financial plan, personalized just for you, all conveniently online. If you’re not 100% satisfied, we’ll refund your fee. You’ve got nothing to lose.

I want to take control of my financial future...

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Objective Financial Advice – We’re Not Paid By Anyone Else But You! (and why that matters...)

Unlike some financial advisers that are paid by the fund companies they recommend, Plan & Act does not accept commissions or payments from fund companies or other investment firms. We work for YOU, ensuring that we remain 100% unbiased in our recommendations and financial advice. We understand that the customer is #1 and only recommend solutions that are in YOUR best interest.

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Money Management – No Longer Only For The Rich And Wealthy!

If you think about your financial plan as the roadmap, then money management is the action you put in place to start the journey. Contact us at info@PlanAndAct.com after you receive your plan from us, and we will recommend you an advisor that can help you with your money management.

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Plan and Act is an SEC Registered Investment Adviser. The information provided in this website is for educational purposes only. Personalized investment advice will be provided after a questionnaire has been completed and an advisory client service agreement is in place. All recommendations to buy or sell securities obtained through this website are for our advisory clients only. Advisory services are offered to clients or prospective clients where Plan & Act and its representatives are properly licensed or exempt from licensure. Past performance is not a guarantee of future return.
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