PlanFIRST™ is committed to providing its clients with solid counsel and sound investments.

Established in 1982, PlanFIRST™ is an independent, fee-only asset management and financial planning firm. In 1992, we expanded our fee-based, no-commission business by changing to an independent portfolio management service. We charge an annual fee based on the amount of assets we manage. Our goal is that every portfolio be carefully designed to reach the client’s personal financial goals while limiting risk to predetermined and agreed-upon levels. Each client receives regular reports highlighting essential portfolio performance statistics. We add value by providing additional services, such as retirement planning and estate planning, which are included in the asset management fee. We offer to go with clients, at no additional cost, when they meet with their estate-planning attorney. It is very important to us that the client’s beneficiary designations, ownership arrangements, and other important documents are integrated properly with the client’s overall estate plan. It is largely because of the amount of time we spend with each client that we require a minimum account of $250,000.

To keep current, our advisors research important areas such as economics, modern portfolio theory, mutual fund analysis, investment policy development, and tax issues related to retirement and estate planning. Regularly scheduled meetings with money managers help us to be aware of any significant changes that might affect our clients’ investments.

PlanFIRST™ advisors have earned their credentials and back them up with multiple decades of investment experience. Multi-national corporations have depended on our advisors to conduct regularly scheduled retirement and financial planning seminars for their associates.

PlanFIRST™ is a registered investment advisor with the United States Securities and Exchange Commission.