At PlanPlus, our mission is to empower you with the financial planning tools and training to provide unprecedented, objective advice and services to your clients.
We bring a global perspective on Best Practices, a unique commitment to fundamental research in the field of financial planning and a practical approach in our solution to allow scalable, cost-effective delivery of your services.
If you are a financial advisor today, putting your client’s best interest first may be a result of regulatory, compliance or fiduciary necessity; an emotional desire to work with them in a more fulfilling manner; or a commercial understanding that being trustworthy with happy clients will result in more business and income for you and your firm.
I invite you to take a few minutes to discover more about what we do, and you too may join the thousands of financial advisors located in countries all over the planet that are working with us today!
President & CEO