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


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

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

Get Your FREE Financial Assessment Today

Find out if you are missing opportunities to increase your wealth.
Takes only a few minutes and available for immediate download.
Start Free Assessment
Click Here and Get Your FREE Financial Assessment
Started now...

No Registration. No Payment. Completely Free

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

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...


Sign Up
for our newsletter
Life Circumstances
Where are you in your financial journey?
Facebook Facebook
Like us and get your FREE
Financial Assessment!

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.

I really like that you’re only working for me...


Our website doesn't fully support yet Internet Explorer version 10.
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.
Pixel Pixel