Our Promise – Provide The Most Comprehensive Financial Planning and Money Management
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.
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Objective Financial Advice – We’re Not Paid By Anyone Else But You! (and why that
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.
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.