Direct Investment Management with PlanRock designed for any goal, solution, or objective.
How can we help you reach your goals?
See our Platinum investment management and planning services below
Are you looking for experienced, cost efficient, tax efficient and investment efficient investment management and guidance?
If so, click here for services
Get started in 5 easy steps
Complete the PlanRock Client Relationship Form
Fill out our Advisor Access Service client relationship form.
Sign the Investment management agreement
This will be emailed to you for your electronic signature.
Complete the Investment Policy Questionnaire for each account
This form is located on the Client Portal page or click here
Review your investment management plan prior to implementation
If you requested an independent financial advisor, PlanRock will contact you to review prior to implementation.
Ongoing reviews and evaluations will be established
Once the relationship is established PlanRock will set ongoing reviews and evalutations.
Our solutions
Educational materials and relative articles to help stay ahead. Understand various investments strategies and the current economic environment.
Learn MoreSee our Full Service Platinum to Family Office services.
Learn MoreLearn how our investment portfolios and services stand head and shoulder above our competitors.
Learn MoreLearn how we design investment portfolios to help meet your needs based on cost efficient, tax efficient and investment efficient standards.
Learn MoreTransfer funds – Account Questions – Client Portal Support – Set up Dividends, etc.
Learn MoreAccount Access – Performance – Planning Tools – Investment Policy Questionnaire – Account Custodian and Statements, etc
Learn MoreLearn how the company was developed and our mission to service our clients
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