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Contact PlanWiser

Ph. 719-822-0808
Fax. 719-890-3373
Email: info@planwiser.com

Location

3710 Sinton Road, Suite 100
Colorado Springs, CO 80907

PlanWiser Hours

Monday-Friday 8am - 5:00 pm
Saturday & Sunday Closed

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PlanWiser Financial Form CRS

PlanWiser Financial ADV Part 2A Brochure

PlanWiser Financial Privacy Policy

PlanWiser Financial LLC is an investment adviser registered with the U.S. Securities and Exchange Commission; registration does not imply a particular level of skill or training. This website is provided by PlanWiser Financial LLC for informational and educational purposes only. Nothing on this website is individualized investment, tax, or legal advice; an offer or solicitation to buy or sell a security; or a recommendation to pursue a particular investment strategy. An investment advisory relationship is established only through a written agreement with PlanWiser Financial LLC. PlanWiser Financial LLC may conduct advisory business only in jurisdictions where it is appropriately registered, notice-filed, or eligible for an exemption or exclusion. Information is current only as of the date stated and may change without notice. Third-party information and links are provided for convenience, are believed to be reliable, and are not guaranteed as to accuracy or completeness; inclusion of a link does not by itself imply endorsement. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Tax services, where offered, are provided separately through PlanWiser Tax LLC under a separate engagement; clients are not required to use PlanWiser Tax LLC, and the affiliation presents a conflict of interest described in PlanWiser’s Tax-Affiliate Disclosure. For information about PlanWiser Financial LLC’s services, fees, and conflicts of interest, please review the firm’s current Form ADV Part 2A and, when applicable, Form CRS.

PlanWiser Tax LLC is a separate legal entity affiliated with PlanWiser Financial LLC through common ownership … Because the firms are affiliated, such a referral creates a conflict of interest … Clients are not required to use PlanWiser Tax LLC and may select any tax professional. This affiliation and the related conflict are also described in PlanWiser Financial LLC’s Form ADV Part 2A and, when applicable, Form CRS.

Insurance products and services, when offered, are provided through appropriately licensed insurance agencies or producers, which may include PlanWiser Financial LLC’s investment adviser representatives acting in their separate capacity as licensed insurance producers, and are separate from investment advisory services provided by PlanWiser Financial LLC. Insurance recommendations may result in commissions or other compensation to the licensed agency or producer, which creates a financial incentive to recommend an insurance product. This conflict is also described in PlanWiser Financial LLC’s Form ADV Part 2A and, when applicable, Form CRS. Clients are not required to purchase insurance through a PlanWiser-affiliated professional and may use any insurance provider. Product availability, features, costs, and guarantees vary by contract and jurisdiction. Any guarantee is subject to the claims-paying ability of the issuing insurer. Clients should review the applicable policy, prospectus when relevant, and carrier disclosures before purchasing or replacing an insurance product.

Insurance services are offered as outside business activity and as independent agent under a Colorado Insurance license.

Investment advisory services offered through PlanWiser Financial LLC, a registered investment adviser.