Plan & Act is a fee-only financial planning service that offers independent money management. We are a Registered Investment Advisor, maintaining a fiduciary relationship with our clients and assuming a legal duty to place their interests ahead of our own. Our services are delivered with the highest level of professional financial advice, using an interactive financial planning technology. We are an online financial advisor, positioned to help you achieve your goals of financial security and a sound retirement through the use of an industry-leading online financial planning tool and independent money management services.
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