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Get smarter.
Get richer.

20 years as a financial advisor has taught me...

 

…that the smart money always starts with a plan. That’s why we launched InvestU: to give every investor an opportunity to create a plan that works — and the resources to make it happen.

Start with our InvestU FREE SmartPlanner™ tool. Clarify your goals. Create a plan. Build wealth.

If you need more help, our team of professional financial advisors are standing by to assist.

 

How InvestU Works…

 
Complete a short questionnaire  — clarify your goals, see your options in just minutes.

Complete a short questionnaire — clarify your goals, see your options in just minutes.

 
Get your customized SmartPlanner report . Learn what you need to retire well — and how to get there.

Get your customized
SmartPlanner report
. Learn what you need to retire well — and how to get there.

 
Questions? Get email or chat support  from our team of certified, experienced advisors.

Questions? Get email or chat support from our team of certified, experienced advisors.

 

Some financial decisions are hard.
InvestU SmartPlanner is not.

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I think I'm on track with my retirement planning...

“I feel like I finally have control of my finances and my future!”

—Jeffrey, InvestU investor

 

Don’t you deserve your best life?

Stop fretting. Start planning the easy way.

 

Don’t waste another minute worrying about your financial future. Let InvestU and our SmartPlanner software take away the anxiety and give you a clear path forward.

Start with our 100% complimentary option. If you want more help, we’re here to answer questions and make your next stage of life the best yet.