About Plan & Act

Plan & Act’s Vision Statement: “To provide ordinary people with expert personal financial planning advice and objective money management with our fast and affordable online solution.”

Plan & Act is a Fee-only financial planning service that offers independent money management. We are a Registered Investment Advisor with the Securities and Exchange Commission (SEC) comprised of experienced fiduciary advisors who are completely committed to providing objective financial advice. We maintain a fiduciary relationship with our clients and assume a legal duty to place your interests ahead of our own. 

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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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