The Garrett Planning Network, an organization of fee-only financial planners established by Sheryl Garrett, CFP®, in 2000, recently announced they have selected RightCapital, Inc., a financial planning platform for registered investment advisors and independent broker/dealers, as their newest technology discount partner. The Garrett Planning Network will begin to offer a discount to the RightCapital financial planning platform to its membership beginning January 10th, 2017.
In addition to providing key financial planning functions for advisors, RightCapital integrates tax, retirement, investment, insurance, education and budgeting into a modern client portal that helps advisors deliver right-fit financial plans to their clients. The platform helps advisors engage their clients with interactive, detailed tax forms and other visually intuitive modules that make the planning process less cumbersome and confusing for the average client. RightCapital also offers innovative, tax-efficient withdrawal strategies, with Roth conversions incorporated, all under a single login.
COMPREHENSIVE PLANNING SUPPORTS FIDUCIARY STANCE
“Fiduciary financial planners appreciate technology that facilitates the advising process and are not focused on asset gathering or products,” said Dylan Ross, Director of Communications and Financial Planning at the Garrett Planning Network. “RightCapital’s ability to help planners efficiently and accurately deliver good advice is really something our members can appreciate.”
“An advisor’s ability to run a successful and profitable business is often defined by their ability to be cost effective – and finding technology that is comprehensive is a critical component to that formula,” said Shuang Chen, co-founder and CEO of RightCapital. “Our financial planning tools coupled with the Garret Planning Network’s model have the potential to be a powerful combination for advisors that are looking to quickly ramp up their business or streamline an existing business.”
ABOUT THE GARRETT PLANNING NETWORK
Founded in 2000 by Sheryl Garrett, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, Fee-Only financial planners. Headquartered in Eureka Springs, AR, the Network’s mission is to help make competent, objective advice accessible to all people, without minimum account requirements, sales commissions or long-term commitments. A staff of five full-time employees and a host of professional coaches, consultants and other subject matter experts provide the support necessary for member advisors across the country to build and thrive in their own financial planning practices. For more information, visit www.garrettplanningnetwork.com.
ABOUT RIGHTCAPITAL, INC.
After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and Song Chen recognized how complex many of the industry’s leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, www.RightCapital.com.