We are in the business of financial independence and peace of mind (FIPOM). We believe that we are going to change the financial services industry the way Henry Ford changed the transportation industry. We offer financial coaching and investment management services, in addition to interactive financial planning. One of our principal founders was recognized by Business Week Magazine in 2009 as the most experienced independent financial advisor in the country. After 12 years and investment of more than $8,000,000, we are here to get you started on the road to FIPOM. What if we told you that you could get all the strategies of building wealth and converting it into lifetime inflation adjusted income, the science of Modern Portfolio Theory and Factor Based Investing, and the psychology of the wealthy, through individual and group coaching? Are you ready to take our 21st century Model T for a test drive? To learn more, and to sign up for our free assessment, visit us at www.planandact.com
Company Details
- Employees
- 6
- Founded
- -
- Address
- 912 S. Main St., Buena Vista,co 81211,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- planandact.com
- Keywords
- Financial Planning, Financial Planner, Investment Management, Retirement Planning, Estate Planning, Budgeting.
- HQ
- Buena Vista, CO
- Competitors
- Gilon.
Plan & Act Financial Planning Questions
Plan & Act Financial Planning's website is planandact.com
Plan & Act Financial Planning's LinkedIn profile is https://www.linkedin.com/company/planandact
Plan & Act Financial Planning has
6 employees.
View email and phone details for 6
employees at Plan & Act Financial Planning.
Plan & Act Financial Planning's industry is
Financial Services
Plan & Act Financial Planning's top competitors are
Gilon.
Plan & Act Financial Planning's categories are Financial Services
Plan & Act Financial Planning's founding year is 2008
