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2021 Financial Planning Guide

A fresh year resets the clock for financial deadlines and requirements. This guide will help you stay current with laws and opportunities to discuss with

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Financial Gift Guide 2020

This guide will help you find a great last minute gift without leaving your home. Each of these gifts is practical in nature, but helpful

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Board of Directors

Your personal board of directors will help you answer questions about your most important financial decisions. These specialists can guide you based on your goals.

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5 Benefits of a Financial Plan

This post goes beyond providing 5 benefits of a financial plan. Today’s fast paced world requires complete and current data to make knowledgeable decisions. You

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Advertising Your Next Event

Need help advertising your next event? Google or Facebook Ads can be a challenge. Learn a strategy & see campaign examples from this week’s digital

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Financial Freedom Summit 2020

Pocket Planner is proud to present the first annual Financial Freedom Summit This live stream event will help people gain financial confidence during this period

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Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.

This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

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