WHY US
We are all unique in our financial journey. Instead of a one size fits all plan, the RightPlan meets you where you are, and helps you bridge the gap to where you want to be. With our zero commission, fee only policy, we remove the conflict of falling in the trap of being sold. Instead, we create the RightPlan to accomplish your goals, always working in your best interest.
HOW WE HELP
Financial Planning
Financial Planning for retirement can be either one of the most exciting parts of your life, or a dreaded thought that keeps you up at night. Our job is to help you make the right decision so you can live without worry. Working your entire life can be well worth it, as long as you retire with the RightPlan.
Investment Management
Our investment process starts with your financial plan. We learn where you need to be before we build your portfolio. After learning your needs, your assets are allocated and diversified. We also work to minimize your overall internal fee cost. Our investments are for long term investing. We do not market time or day trade any managed portfolios. Our fee-only investment model allows us to work in your best interest, not our own.
Future
Millionaire
Have you been told you don't have enough assets to invest with a fee-only advisor? Our future millionaire program was established just for you. We meet you where you are and help you get to where you want to be. Paying off student loans, buying a home, saving for retirement or any other financial situation, we teach you how to get from point A to point B on the best route for you.
WHO WE WORK WITH
Pre-Retirees and Retirees
Medical
Professionals
Small Businesses
212 East Pine Street
Suite 101
Lakeland, FL 33801
contact@RightPlanFinancial.com
Tel: 863-455-9034