- Detail your qualifications, experience and financial planning philosophy.
- Get priority listing on search results pages.
- Add a photograph and/or company logo to your listing.
- Get access to View Leads, a feature that allows you to retrieve information on an as-needed basis regarding consumers who conduct searches on you.
- Get instant e-mails of consumers looking for planners in your geographic area.
- Receive monthly consumer-facing articles, Financial Planning Perspectives, that you can send to current and prospective clients.
- Display contact information including address, city, state, phone and fax number.
- Get e-mailed directly by consumers through the PlannerSearch system.
- Get recognition as a CFP® certificant and member of FPA.
Please Note: The $99 a year fee is redirected back into a consumer advertising campaign for PlannerSearch®. This is intended to direct more traffic to the site, and ultimately, your business.