Financial Planning

Programs and Services | Asset Management | Financial Planning | Retirement Plans

Investment Advisors Corp. gives our investment advisors great flexibility when setting their fees for financial planning and consulting services. We also provide standardized contracts for fee-based financial planning and consulting agreements.

Most importantly, we have reviewed multiple financial planning platforms that our advisors can choose to utilize. Our advisors are able to take advantage of discounted pricing on many forms of industry-leading programs and software, including:

  • Advicent Solutions
  • E-Money
  • Envision ®
  • Finance Logix
  • Goalgami
  • Money Guide Pro
  • Money Tree

If you have any questions or would like additional information, please send us an email.

Envision ® is a registered service mark of Wells Fargo & Company and used under license.

join us

Choose your financial planning tools.