PlanVest Financial

PlanVest Financial PlanVest Financial is an independent Registered Investment Advisory (RIA) firm. Where do you want your financial roadmap to take you?

PlanVest and our Advisors follow the fiduciary standard in all matters when serving our clients; meaning simply that the interest of our clients come before our own. Our seasoned and highly educated investment professionals are committed to helping our clients build and preserve wealth. We provide wealth planning and investment management services by considering all components of your financial an

d personal situation. We invite you to learn more about how we can help you work towards:

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Our services include:
ā€¢ Comprehensive Wealth Management
ā€¢ Investment Management
ā€¢Retirement Planning
ā€¢Risk Protection - Insurance
ā€¢Education Planning
ā€¢Retirement Plans (Individuals & Businesses)
ā€¢Estate Planning

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/30/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Long-term care costs can be significantā€”and many people underestimate them. Use this tool to get a sense of what care mi...
05/28/2026

Long-term care costs can be significantā€”and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/26/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
05/23/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

An ILIT could play a role in your estate strategy.
05/21/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

When was the last time you updated your will?
05/19/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

If you donā€™t have an estate strategy, here's some reasons why you should.
05/16/2026

If you donā€™t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/14/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
05/12/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/09/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Address

555 Quince Orchard Road, Suite 280
Gaithersburg, MD
20878

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13019777123

Website

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