Security is defined as the ‘state of being free from danger or threat.’ Whether it’s the most up to date technology and encryption that we employ to enforce cyber security, or the feeling that you get knowing that your investments are being looked over by a firm that you trust, security is of the utmost importance. Our mission at Plan 4 is to allow you to feel comfortable with your financial decisions. We encourage our clients and potential clients to ask questions. In addition, we do not charge a fee to perform reviews of your accounts, or for providing a second opinion on an account that we are not managing.
Life is already hectic and confusing. That’s why we strive to make things easy. Although the financial industry is constantly evolving, our process at Plan 4 remains straightforward and easily understood. During an initial conversation, our goal is to find out what’s important to you, who is important to you, and what it is that you would like to accomplish. After various means of fact finding, we will then discuss a specific and measurable plan in order to pursue concrete results. Any fees pertaining to accounts will be transparent and discussed before strategies are implemented.
Success is not always defined by a dollar sign. It can be a sense of accomplishment at being able to travel the world in retirement, the feeling of satisfaction while planning for the college years, or pursuing a legacy for your children and grandchildren. These are some of the goals that we assist you in working towards. At Plan 4, your success is our success. We pride ourselves on being able to have the difficult conversations now, so that your long term goals can be achieved.