Plan Financial Information

Plan Financial's mission is to help people align their wealth in a way that complements their life. Plan Financial's core investment philosophy is based on the premise that no single investment approach, or investment manager, holds the key to superior investment performance over time. Free to access all sources of global expertise, we have aligned ourselves with leading specialists in investment management and offer an investment process designed to support your goals and help you to reach your financial destination. Plan Financial is a leading provider of life and wealth management and outsourced asset management solutions that help corporations, strategic partners, and affluent families create and manage wealth. In 1993, Plan Financial, a unit of Plan Life & Wealth, became incorporated as a Registered Investment Advisor offering a broad range of non-proprietary financial and business solutions, including fee-only wealth management, investment advisory and insurance solutions. Plan Financial also became one of the founding shareholders in NASDAQ when it completed its initial private placement offering in June of 2000. While empowering people through objective advice and guidance, and by integrating their resources with their vision of how they want to live, we've created a new type of financial institution characterized by high levels of integrity, client satisfaction, team member empowerment, and organizational performance.