Why PlannerConnect?
Call us at
(800) 318-7848
PlannerConnect is a site designed to help you connect with a qualified financial planner in your area with our free matching service. Your financial needs and goals are unique to you, and we aim to match you with the financial planner who will best serve you.
PlannerConnect also offers you several unique advantages in your search for a financial planner.
All financial planners in our network are qualified financial planners who are paid a fee to put together an objective comprehensive financial plan. Our focus is to help you create the plan that’s right for you rather than sell you products.
- We conduct a thorough analysis to connect you with the financial planner that best fits your situation. You don’t get bombarded with calls from many different advisors, planners or insurance salesman.
- If after you have spoken with one planner, you wish to speak with another, we are happy to connect you with a different planner until you find the one right for you.
- All of the financial planners in our network have completed a rigorous background check examining their ethical, compliance and criminal records before becoming affiliated with their broker-dealer. As fiduciaries, they act in your best interests and are held to the highest ethnical and compliance standards.
- The financial planners we work with are committed to following a step-by-step process to help you achieve your financial planning goals. The process begins with understanding your concerns, analyzing your particular situation to develop recommendations that best suit you. All the planners in our network can help you implement their recommendations and understand the importance of periodically reviewing your plan.
- Connecting with a financial planner is a completely complimentary service to you. The financial planners in our network have agreed to offer qualified** PlannerConnect users a complimentary initial consultation to determine if they are right for you.
- PlannerConnect understands the importance of having a solid financial plan. We also know your time is valuable, which is why we do the analysis for you. We respond quickly to your request allowing you to get started right away.
- We help make the process as easy as possible for you. Our service works for those who have the financial knowledge, but not the time to devote to their finances just as well as it works for those who have very little financial knowledge.
- PlannerConnect also provides a wealth of information to educate you about retirement, investment, estate and business owner succession planning. Our goal is to give you a better understanding of financial planning and help you make as informed a decision as possible.
**A certain level of net worth and investible assets may determine qualification.
If you would like to learn more about PlannerConnect, please call us at (800) 318-7848 or e-mail us at Info@PlannerConnect.com.
This is a FREE service to you.
