The investment professionals at PlanStrong adhere to a group of core values, including:
- We are associated with an Independent Broker/Dealer so we can offer our clients a broad array of available securities and financial products, rather than those sponsored by our broker/dealer.
- We offer primarily fee based investment solutions, where we charge a percent of assets to manage client’s money. We usually are paid no commissions, and will disclose any additional compensation provided to us to clients.
- We act with integrity when investing money. We help people who need help, but will not suggest change for change’s sake.
- We are candid, but tactful when providing feedback.
- We provide personalized service with associates assigned to specific clients. We are available to our clients via email and phone, and provide cell phone contact information for emergencies.
- We provide custom solutions that incorporate legacy assets that are consistent with the current investment strategy. We do not implement “cookie cutter” solutions.