COLUMBIA, Md., Nov. 26, 2021 /PRNewswire-PRWeb/ — The typical American Pays over $280,000 in curiosity over their lifetime. That is typically a missed alternative for creating wealth, however typically goes unnoticed. Pocket Planner Inc. is proud to launch our particular personal finance app, Pocket Plan, which assists people enhance their monetary litperiodcy and well being by connecting clients with notioned monetary experts. We’re offering an all-in-one digital platform to handle monetary portfolios. In minutes, clients’ monetary accounts Might be organized by way of a dashboard That provides a widespread overview of the consumer’s monetary reviews. Right here, clients Can additionally submit Questions on their price range, investments, retirement, and extra.
If clients want assist, They will converse with A particular personal monetary advisor by way of the app. Advisors are In a place to refer assets for addressing monetary considperiodtions, from worker advantages to Establishing a notion fund.
Pocket Plan Is Concentrating on serving to households obtain periodal wealth. By serving to households create wealth, we hope To Scale again the wealth inequality and empower The subsequent period of enterprise house owners.
The latest mannequin of the Pocket Plan app, Which might now be acquireed Inside the IOS app retailer.
About Pocket Planner Inc.
Pocket Planner Inc is owned by Nathan Garcia, A licensed Financial Planner™ and Funding Advisor Consultant. He has practiced as a monetary providers expert for the previous 14 years.
Pocket Planner Inc. is a monetary know-how agency based mostly in Columbia, Maryland. The agency is an affiliate member of the Maryland Innovation Center and was based in November 2019. Nathan recently pitched the Pocket Plan app to a vigorous viewers and panel of judges On the Maryland Innovation Center’s first annual Good Pumpkin Pitch Rivals, the place he was voted #1 out of the 5 competing startups.
To study extra about Pocket Planner Inc, please go to our internet website or acquire the app from the iOS App Store.
Nathan Garcia, Pocket Planner Inc, +1 8889585697 Ext: 101, [email protected]
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