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About Us

Investment Advisor ServicesInvestment Advisors

You’re a fabulous wealth manager and do a great job investing your client’s money—all but their retirement plan assets. Many investment advisors aren’t comfortable handling a client’s retirement plan assets even if they effectively manage the rest of the client’s investments.

Why? Because they lack the infrastructure to support a retirement plan’s compliance and administration, making investment advising for retirement planning more complex and time consuming. When you partner with PlanPerfect, that’s no longer a problem thanks to our retirement plan infrastructure services.

Retirement Plan Design & Administration Support

We provide retirement plan support services to allow you to expand your investment practice to the retirement plan arena. With access to more than 5,000 mutual funds, we help you construct and customize model portfolios you can use for your clients’ retirement plans

PlanPerfect provides compliance, administration, and participant record-keeping infrastructure so you can offer your clients a truly comprehensive suite of investment services. With that in place, your clients can be confident that their retirement assets are being effectively invested.

Provide More Value To Your Clients

Remember, if you aren’t asking about your clients’ retirement plan assets, another advisor is! Partner with PlanPerfect and add more value to your services as an investment advisor. Get the support you need to handle all of your clients’ assets! If you would like to know more about how we can support you as an investment advisor, contact us today and our experienced team will guide you through the process.

Phone: 949-223-8397
Email: sheree@planperf.com

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