FOR FINANCIAL PROFESSIONALS ONLY
Your clients choose you.
Their 401(k) didn’t.
Bring your investment strategy to their
held-away 401(k)s.
Plan Confidence turns your approach into personalized advice based on each client’s available investments.
Bring your investment strategy to their held-away 401(k)s.
Plan Confidence turns your approach into personalized advice based on each client’s available investments.
We believe every hardworking American should be able to receive advice from the financial firm they choose.
Same strategy.
A different way to deliver it.
You bring the investment approach.
Plan Confidence handles the research, advice creation, documentation, and delivery through an ERISA-focused process.
Your professional advice for all of your clients assets.
How profitable could it be?
Estimated Number of
Held-Away Accounts
Held-Away Accounts
Monthly Advisory Fee
per Client
per Client
Plan Confidence's
Monthly Fee
Monthly Fee
Estimated Monthly Profit
on Held-Away Accounts
on Held-Away Accounts
See the platform in action.
