Investment management and planning tools to help you reach your goals

A fully automated online investment company that provides goal-based tools and investment solutions with or without advice

See what PlanRock can do for you

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How can we help you reach your goals?

If you are looking for online comprehensive financial planning tools only, as well as comprehensive account aggregation to view performance and many other tools such as retirement, college, taxes, etc.

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If you are searching for experienced, cost efficient, tax efficient and investment efficient investment management without the need for advice and guidance.

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Are you looking for highly experienced  investment portfolio management services, but wish to work with an independent Financial Advisor through our online planning tools portal to help meet your goals and objectives?

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If you are an independent Financial Advisor looking for over 30 investment efficient, cost efficient and tax efficient investment model portfolios for your client’s needs.

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If you are an independent Financial Advisor looking for a full service platform, which includes, compliance, RIA services, competitive payouts, comprehensive technology, planning tools, performance and administration to name a few.

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Our solutions

Planning tools for goals such as retirement, college, estate and much more. Account aggregation, viewing, performance, etc.

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Educational materials and relative articles to help stay ahead. Understand various investments strategies and the current economic environment.

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Bronze, Silver, Gold and Platinum Services. Low fee, no advice to comprehensive planning and unlimited advice and guidance.

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Learn how our financial planning tools, investment portfolios and services stand head and shoulder above our competitors.

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Learn how we design investment portfolios to help meet your needs based on cost efficient, tax efficient and investment efficient standards.

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Transfer funds – Account Questions – Client Portal Support – Set up Dividends, etc.

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Account Access – Performance – Planning Tools – Investment Policy Questionnaire – Account Custodian and Statements, etc

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Learn how the company was developed and our mission to service our clients

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Get started in 3 easy steps

1

Choose your solution

2

Complete a brief questionnaire

3

Our team will contact you to help you begin reaching your goals