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Subscription Based Planning

Back in the day, you only worked with a Financial Advisor if you had money to invest. Well, in a world where student loan debt is preventing the younger generation from saving for retirement or buying new homes, the need for sound financial planning is greater than ever. Vested Advisors created a subscription based planning model to help meet the demand for these clients. Vested Advisors provides cost-effective, fee-only investment services designed to save you time, while upholding our fiduciary obligation to you. We have different subscription packages designed to fit your specific needs.

Our subscription based planning includes but is not limited to the following services:

  • Debt Consolidation and Debt Re-Payment Planning
  • Millennial Financial Planning
  • 401(k), 457(b) and 403(b) Investment Selection Guidance

Our subscription packages range from $70.00/month to $200/month depending on your specific needs. An initial Zoom meeting will help us determine which package is best for you.

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