PLANANDACT

Plan & Act is a Fee-only financial planning service that offers independent money management. We are a Registered Investment Advisor. We maintain a fiduciary relationship with our clients and assume a legal duty to place your interests ahead of our own. Our services are delivered with the highest level of professional financial advice, using an interactive financial planning technology... PlanAndAct is a Colorado registered investment advisor offering services in the states of Colorado, Florida, Ohio, Michigan and other jurisdictions where it meets de-minimis exemptions. Registration does not imply a certain level of skill or expertise. That's why before doing business with us or any investment adviser you should read the legally required disclosure Form ADV, Part 2, also called the "Firm Brochure"... Plan & Act provides you with a personalized and practical financial workplan that you can easily understand and execute. Your information is kept 100% secure throughout the process, in..

Also known as: Plan & Act, Plan & Act, Inc.

Primary location: Buena Vista United States