• PlanFirst., LLC

    PlanFirst., LLC

    Categories

    Financial Planning

    About Us

    We help organize, educate, and provide nudges to help you align your business and personal financial plan. This is done in a proactive way with objectivity and an advice-driven relationship.

    Images

    Gallery Image Planfirst_Logo.jpg
    Gallery Image Joel_239_LR_(002).jpg
  • PRIVACY POLICY:
    We respect and are committed to protecting your privacy. We may collect personally identifiable information when you visit our site. We also automatically receive and record information on our server logs from  your browser including your IP address, cookie information and the page(s) your visited. We will not sell your personally identifiable information to anyone.

    SECURITY POLICY:
    Your payment and personal information is always safe. Our Secure Sockets Layer (SSL) software is the industry standard and among the best software available today fo secure commerce transactions.  It encrypts all of your personal information, including credit card number, name, and address, so that it cannot be read over the internet.

    REFUND POLICY:
    Our refunds will be provided as a credit to the credit card used at the time of your registration within five (5) business days upon cancellation. 

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