Seminar guests and clients get $20,000 managed free for the first year!

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3 minutes later, you look like a genius

Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.

Your plan will give you clear recommendations to optimize your borrowing, investing and insurance. People will wonder how you got so smart.

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Life’s good when you have a plan

Just about anyone you can talk to about your money is a commissioned salesperson. As a result, wealthy people tend to get biased advice, and non-wealthy people tend to get nothing at all.

Your plan is not only free, it’s mathematically sound and 100% in your best interest. If you ask us to implement your plan, we’ll do it at the lowest possible cost.

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Tell us about yourself

Answer some easy questions and we’ll do millions of calculations to build a plan for you.

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Review your plan

You’ll see exactly what to do on a monthly basis to maintain your lifestyle now and in the future.


Make it happen

Just ask, and we’ll put your plan into action faster and cheaper than anywhere else.


Get your first $20,000 managed free for the first year!

Build a plan today.


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The first $20,000.00 that’s invested with Planswell Portfolios will not be charged the standard management fees for the first year.