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Client Announcement- The Future of Plan Wealth Creative

Exciting Changes are ahead!

Client Announcement- The Future of Plan Wealth Creative

We're so excited to announce changes happening in the summer of 2023!

We are in process of forming a Registered Investment Advisor (RIA) firm in the great state of Florida in an effort to offer clients a truly independent experience.

This comes after a couple of years with a wonderful group in Chicago that supported the back end of our business.

After seeking wisdom, counsel, and prayer, we decided it was time to truly take control of the business in an effort that we might impact more people with the work that we do.

We are excited to introduce you to the new platforms which we will us to operate our business, a platform where we believe the client experience will truly be elevated using the most cost effective and innovative technology.

We so appreciate your continued trust and support, and we want to make one thing crystal clear: We would not be where we are without you, our valued clients!

Please take a look at the video series on this page which highlights some of the changes coming.

We're honored and so very excited to have you continue this journey with us!

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