The PlanWise Difference

Independent and impartial

Our independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of plan choices. With our fully transparent fee structure, you can rest easy in the knowledge that the advice we offer is objective, impartial, and aligned with the best interests of your firm and your plan participants.

All of this means that you can feel confident knowing that you have a partner whose primary focus is on helping ensure that your plan delivers the investment options, services, and overall value participants expect — leaving you free to concentrate on managing your business.


Professionally Accredited

Stacy League and Heather Heron have earned the Accredited Investment Fiduciary® (AIF®) designation. This means you can feel confident that their approach is based on:

 

  • A thorough understanding of legislative issues
     

  • Best practices and the fiduciary role
     

  • A commitment to standards of investment fiduciary excellence


The AIF® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as one of the leading designations for investment fiduciaries for both individuals and retirement plans.

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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