XY Planning Network

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. We offer comprehensive resources to help financial planners run better and more successful businesses. We support and encourage financial advisors who want to start their own firm to serve their ideal clients and niche — as well as advisors who have already started their own financial planning firms. The benefits and services that our members have access to include assistance in launching a firm and ongoing support to keep it running smoothly and successfully. The network aims to provide turnkey solutions for planners before they launch businesses, for firms in their first year, and for businesses that have existed for multiple years. Our support system includes taking care of technology, compliance, education, and marketing needs. Other benefits to our advisors include discounts on products to help them run their firms and increased access to media contacts.

Address: 500 Westover Drive #7448, Sanford, NC 27330, USA

Phone:
FAX: