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Introducing your new retirement planner

You define your goals and dreams, and we’ll help you achieve them. It’s easier than you’d imagine. Watch the video, you’ll be surprised.

 

Custom Investment Plans

You know where you want to go, we'll show you how to get there. Our algorithms give each goal a custom investment plan. Looking for hands off investing? Open a BrightPlan Individual Retirement Account (IRA) to put your plan on auto-pilot.

Jeffrey's Goals

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How is BrightPlan different?

1

Goals based, not investment led

BrightPlan moves beyond a “net worth target” by modeling your unique circumstances for each of your goals and the likely outcomes under various market conditions. Every goal gets its own risk profile, timeline, portfolio and investment account.

2

Time-tested planning and advice

Our approach was developed with our sister company Plancorp, an award-winning Registered Investment Advisor with over 30 years of experience and $4 billion under management.

3

Speak to real people

Your plan grows with you. When you open a Traditional, Roth, or Rollover IRA with BrightPlan you can speak with a Certified Financial PlannerTM professional from our sister company Plancorp. Build confidence by learning which accounts to invest in, how to allocate funds in your 401(k), when to take social security, and more. 

4

Invest in your goals

Don't just save for your goals. Invest in them. BrightPlan recommends an investment plan for each of your goals, balancing risk and return to meet your objectives. You can apply our strategy to your existing investments (e.g. your 401K), or automate your plan in a BrightPlan Investment Account.

5

Exclusive investments

BrightPlan is part of a small group of Registered Investment Advisers (RIAs) offering evidence-based, low-cost funds from Dimensional Fund Advisors. Most RIA’s only work with clients who have a fortune to invest, BrightPlan works with everyone.

6

Always on your side

The first digital advisor certified by the Centre for Fiduciary Excellence (CEFEX). We're constantly looking out for you, not for sales commissions, kickbacks or hidden fees.

Secure Your Funds. Secure Your Future.

Opened at TD Ameritrade | Managed by BrightPlan | Owned by You

BrightPlan Investment Accounts are opened at TD Ameritrade Institutional, a third-party custodian safeguarding more than $1.1 Trillion of assets. Through TD Ameritrade, cash and securities in BrightPlan Investment Accounts are each protected by $500,000 of insurance.

TD Ameritrade SIPC FDIC

PUTTING YOU FIRST

The first digital advisor certified for fiduciary excellence.

We're always looking out for you, not for sales commissions, kickbacks or hidden fees. Certification by the Centre for Fiduciary Excellence (CEFEX) means we adhere to the highest standards to act in your best interests.

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