Welcome to PlannerConnect
Call us at
(800) 318-7848
PlannerConnect’s mission is to connect you with a qualified financial planner in your area to help you define and plan to reach your financial goals. We provide this matching service completely FREE to you the consumer.
With access to one of the nation’s largest networks of financial planners, we are able to match you up with your ideal planner based on a careful analysis of your needs and goals. The financial planners in our network are all paid a fee to create an objective, comprehensive financial plan rather than commission-based sales people focused on selling products.
Our process begins with a series of questions to determine your financial planning needs and goals. We then match you up with one qualified financial planner at a time who will offer you a complementary initial consultation to understand your situation and demonstrate the value proposition to you. If he or she is not the right fit for you, we are committed to connecting you with other financial planners until you feel comfortable.
To derive the maximum benefit from working with a qualified financial planner, you should learn more about Retirement, Investment, Estate, and Business Owner Succession planning by clicking below.
Things to consider for properly planning the retirement you want
Keys to having an investment portfolio that fits your unique situation
Strategies for estate tax minimization and optimal estate distribution
High-level strategies designed to help protect your interests and the business you worked so hard to build
Our network of financial planners can help you achieve your financial goals. Take advantage of our free matching service by telling us about your situation so we can help you Connect Now with a qualified financial planner.
This is a FREE service to you.
