Welcome to Planmark! Your future financial success depends on how well you plan for it.

We are in the business of helping our clients pursue financial independence. At PLANMARK, we’re solving today’s problems and working toward tomorrow’s success. The quality of your future depends on how well you plan for it now. Help in pursuing a secure financial future is just a click away.

Client Center

Managing your financial life with direct login to your investment accounts and wealth management plan

Integrated Wealth Management

Monitor your personal financial website for a continuously updated financial plan, access all your financial records at all your financial institutions and your online document storage vault.

Portfolio Management

There are three basic components to managing our portfolio: Rates of return, Investment Risk and Cost. Click here to find out how Planmark combines these elements in structured market portfolios.

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