Planvest Financial

is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our clients’ best interest before our own. For safe-keeping, we work with Charles Schwab & Co, Inc. to custody client assets. Our team of knowledgeable, fiduciary financial professionals is committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom. At our Financial Advisors help current/former federal employees navigate the complexities of their employee and retirement benefits offered to them as federal government employees. As an active employee or retiree, don’t let the complexity of your benefits package prevent you from fully benefiting from the options you’ve earned. We service clients locally and virtually on a global scale. For more information or a no-cost consultation, visit us at: Investment Advice offered through, a Registered Investment Advisor firm.