Top Financial Plan Sites

With more than 40 years of experience and 150,000 graduates, the College for Financial Planning is the nation’s leading provider of financial education. Our alumni report increases to their earnings, client numbers, and even their job satisfaction year after year. Let us help you become one of the nation’s top financial advisors.

Let's keep your finances simple. Insure what you have. Invest when you're ready. Retire with confidence. Build on the security you’ve made for yourself. Dedicate part of each paycheck to big goals, such as retirement or college, in accounts that earn differently than regular savings. It’s your goal to live comfortably to and through retirement. Put away a little each month and increase it over...

Accurate, detailed, flexible retirement planning and financial planning software with Monte Carlo analysis, what-if and Roth conversion scenarios. Link investment accounts and view performance history, transactions, and fees. Advisor & personal consumer versions available. "I have been searching for quite some time for a software program to assist in retirement planning. I worked with...

Our unique culture attracts people that are passionate about serving others. We have an ever-present focus on our customers and have come to realize that it’s not only what we do — but who we are — that makes us a different kind of company. We’ve been recognized year after year by leading organizations for the values that define us.

Transform how your clients view their financial future. Use MyBlocks to maintain, strengthen, and engage clients of all ages and financial situations by facilitating ongoing advisor-client collaboration. Help clients set realistic expectations, discover powerful answers to complex questions, and deliver control and choice within a familiar user interface. Learn More. Cash Flow Bring the Detail...

Prepare to discover stock market alternative investments that will give you great returns, decrease your risk, and let you keep more of your money. Founder of A Better Financial Plan, Dean Vagnozzi has delivered his powerful seminar series to thousands of people across the country for years. Now you can gain all of the information and insight that Dean has been sharing with his seminar audience...

We offer financial knowledge through high-quality designation and graduate education focused on ethics and helping society through lifelong learning. The American College of Financial Services places a premium on quality education. The College works tirelessly to ensure that society has informed, ethical financial service and insurance professionals it can trust. Our degrees and designations...

Get everything you need from insurance to investments to financial planning, all in one place. Northwestern Mutual - spend your life living. Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2019; Fitch Ratings, AAA (highest), August 2019; Moody's...

Join other serious financial planners and independent advisors in using the most accurate calculation engine in wealth management to grow their practices. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. Financial planning software is essential for today’s financial advisor....

Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com. Source: Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through March 2020, reflecting 3,232 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the...

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a...

Grow your wealth. Manage your borrowing. Protect your assets. Planswell gives you a free plan that ties investments, insurance and mortgages together so you can maintain your lifestyle throughout work and retirement. Not exactly (but we do have a budget calculator for that). We won’t tell you to spend less on the things you enjoy. You can save as much or as little as you wish, and we’re like a...

Take control of your finances with Personal Capital. Get access to insight-driven wealth management services and free online financial management tools. ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least...

Offering financial services and customer service to independent financial advisors. Join the nation’s largest independent broker-dealer or find an advisor today. From Millennials to the LGBTQ community, there’s an increasingly diverse mix of prospective clients. Is your financial practice prepared to reach them? Gain insights from LPL leaders and financial professionals in LPL’s video series,...

Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New...

Financial Planning For Canadians is where you'll learn how financial planning can set you on a course toward achieving your life goals. Canadians who engage in financial planning report significantly higher levels of financial and emotional well-being than those who don’t. They say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are...

Our four-step approach begins with two complimentary meetings in which we learn about your interests, values, goals, and personal and professional relationships, followed by an analysis of your current portfolio. Our goal is to ensure that you are on a secure path towards achieving your goals. We all experience the difficulties of managing financial affairs during life changes. At Francis...