How are we different?

We strive to meet the individual needs of each client, providing solutions and making a difference.

The PlanRock Difference:

You can easily consolidate, track, and manage your entire financial life with PlanRock technology tools, and instantly see where you are real-time versus your most important goals.

Every client receives our PlanRock Comprehensive Financial Planning Tools.  You can view your financial ‘big picture’ in one place, no matter where your assets are held.

We provide various levels of advice to meet your needs — whether it be no advice investment management, limited guidance, or full-service advice and concierge services.

Your portfolio is individualized based on your goals and objectives, rather than a “one size fits all” investment model. PlanRock offers over 30 customized investment portfolios including high dividend, low volatility, values based, and ESG (environmental, social, and governance) investing.

We focus on tax efficiency, cost efficiency, and investment efficiency to help you keep more of what you earn. This can potentially save you over 40% of your return!