About Plan Wisely Wealth Advisors
YOU are at the center of everything we do. Relationships are an integral part of the social and business communities we live in.
We are a team of CERTIFIED FINANCIAL PLANNERs™ with one overriding goal:
To help our clients and their families make wise decisions with their money to achieve financial security and have confidence in their future.
We understand that how you manage your money impacts practically every aspect of your life.
The depth and quality of these relationships go a long way in supporting the goals that we all strive toward. That’s why we are proud to tell you that when you choose our practice to provide you with financial guidance, you are entering into a relationship with a number of premier financial services companies. All staffed by dedicated, knowledgeable professionals. All working for you.
RELATIONSHIPS ARE BUILT ON TRUST
As independent advisors, we play a role in your life’s most meaningful moments. You trust us to assess your needs, understand your concerns, and guide you through financial decisions big and small that are relevant to you.
We do not take your trust lightly and strive to earn it every day.
We are not alone in our commitment to you. When you work with us, you get the personalized service and intimacy of a local, smaller firm but with all the strength, stability, and security provided by a larger firm. A network of premier partners supports us and we believe it is important that we introduce them to you.
New Century Financial Group (NCFG)
New Century Financial Group is a Registered Investment Advisory Firm. As Investment Advisor Representatives of NCFG we are provided with back-office support, technology, regulatory and operational support.
NCFG is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. Our affiliation with NCFG empowers us to put your interests first with objective, carefully considered strategies—with no obligation to promote any particular investment.
Our BROKER-DEALER
Osaic Wealth, Inc. is a broker-dealer, one of the largest networks of independent wealth management firms in the country. Osaic provides support, resources, and community designed for the future of wealth management.
Our CHOSEN PARTNERS
Through our affiliation with Osaic Wealth, Inc. and NCFG, we benefit from a vast range of resources and support:
- A multitude of investment solutions broadens the scope of our capabilities
- Portfolio management and trading tools allow us to meet your needs with better precision
- Innovative technology ensures timely and accurate execution
- Operational support gives us the freedom to focus on you
- Compliance experts help ensure we are following firm and regulatory requirements and policies
- Client communication services provide transparent and responsive information flow
Our CLEARING FIRM
Have you ever wondered what exactly happens to your funds once you’ve decided to make an investment? Our “clearing firm”, Pershing, a BNY Mellon company, (member of FINRA, NYSE, and SIPC), works with various financial exchanges to handle the confirmation, delivery, and settlement of your financial transactions. Pershing employs technology and procedures designed to ensure that transactions are processed in a timely and efficient manner. Additionally, Pershing prepares and sends periodic account statements and transaction confirmations to investors.
Pershing has been a leading global provider of financial business solutions for more than 75 years and serves many of the world’s most respected financial organizations. Your assets are not held at my firm, nor are they held at Osaic Wealth, Inc. Pershing is a separate and independent entity, and a subsidiary of The Bank of New York Mellon Corporation, a leading provider of financial services for institutions, corporations, and high-net-worth individuals.
BETTER TOGETHER
Your investment goals and financial situation are unique. There is no one-size-fits-all solution, and don’t let anyone tell you there is. That’s where we come in. As independent financial advisors, we understand the importance of asking the right questions, properly interpreting the answers, and making sure that you are comfortable with your decisions. Yes, we are partners in your financial future; but ultimately, our relationship is about you.