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.
Plan & Act's Vision Statement: "To provide ordinary Americans with expert personal financial planning advice and objective money management by our easy and affordable online solution." We are among the 1% of ca. 630,000 Registered Representatives who are true fiduciaries - do not receive compensation from the sale of products.
Plan & Act's Vision Statement: "To provide ordinary Americans with expert personal financial planning advice and objective money management by our easy and affordable online solution." We are among the 1% of ca. 630,000 Registered Representatives who are true fiduciaries - do not receive compensation from the sale of products.
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The advice we give is based on The Cambridge System approach to financial planning, which takes a holistic approach and emphasizes the personal circumstances of individual clients when crafting financial advice. The Cambridge System uses innovative tools and decision-making rules that are very different from the standard process taught in the Certified Financial Planning (CFP(C)) training programs.
Accredited Investor University AIU
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An accredited or sophisticated investor is an investor with a special status under financial securities regulation. Generally, accredited investors include high-net-worth individuals, banks, financial institutions, and other large corporations. Only accredited investors can access complex, high-risk, unregistered securities such as venture capital, hedge funds and angel investments.
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