Personal Finance
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Financial Plans & Services
FinPlan Subscription-based Services
We offer two annual membership subscriptions tailored to meet the needs of individuals and families: FinPlan Basic for those not yet ready to start investing, and FinPlan Plus, which includes both financial planning and basic investing strategies.
Whether you're starting over or starting from scratch, our FinPlans will help you take steps to change your legacy and reach your goals. Select your plan and get started today.
FinPlan Basic
Basic Financial Planning
Best for clients new to managing their money, with no income minimum or limit, includes automatic monthly subscription payments, and all standard financial planning services.
FinPlan Plus
Comprehensive Financial Planning
Best for financial planning clients who are ready to begin exploring basic investment opportunities (i.e., retirement and education planning); with upgraded financial planning services, access to investment advisor, select no-load, no-fee mutual funds, and more.
Investment Planning & Advisement
FinVest Personal Investment Accounts
We offer three levels of personal investment accounts designed to meet our investing clients' needs at every stage: FinVest Basic for those embarking on their investing journey for the first time; FinVest Plus for clients in the wealth-building stage; and FinVest Premium for seasoned investors wanting to maximize the efficiency of their portfolio's investment strategies.
All three levels of our FinVest program include flat fees for financial planning and consulting services, providing you with added convenience.
Explore your options and find the FinVest account that's right for you.
FinVest Basic
Self-Directed Investing
Best for the new investor, with no setup fees, no account minimums, and flat fees for a la carte financial planning and consulting services.
FinVest Plus
Investment Advisory Account
Best for clients with minimum investable assets of $50,000+, with asset based pricing, professional portfolio advisement, and flat fees for a la carte financial planning and consulting services.
FinVest Premium
Managed Investment Accounts & Portfolios
Best for experienced investors and clients with minimum investable assets of $250,000+; with asset based pricing, professional portfolio management, and an expanded range of assets and strategies.