SmartTools for Smartvestors

Designed specifically for participants in the Smartvestor Program, this program offers a discounted advisory fee and a fulcrum fee model on all funds. Click here to find out more about this exciting new program. 

Advanced Planning requires training, knowledge, and the desire for professionals to really go the extra mile to create favorable outcomes for clients.

We are changing the industry by using cutting edge technology with a fast, easy, affordable process.

Through our trusted partner Asset Map, you can use our link below to start developing your Free Plan! Included is a free consultation to review your results and provide suggestions to keep you on track.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.