Dedicated to making your money work as hard as it can and with your best interests in mind. We combine a personalized approach with our comprehensive Guided Wealth Portfolio (GWP) tool, a powerful online advice platform that combines the benefits of a personal financial advisor with sophisticated technology.. You decide how much or how little you want to use the digital platform depending on your comfort with technology, knowing that you will always have personalized guidance to help you work towards your financial goals. Our lower, transparent fees and tax-saving strategies seek to help you reach your goals sooner and will give you confidence that our investment recommendations are based only on what is best for you.We believe that the more you know about planning for your future, the better you are able to make informed decisions about your investments and your approach to money. Follow Steps to Success at www.thoughtfulplan.com to gain insight and tips for a better financial understanding! Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Thoughtful Plan Inc. are separate entities from LPL Financial. Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPLFinancial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generateinvestment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non- affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firmother than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL andFutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL isalso a Member FINRA/SIPC.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There isno guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.References to tax strategies that the GWP service investment management considers in managing accountsshould not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with theirpersonal tax advisors regarding the tax consequences of investing.Diversification does not protect against market risk.

Website: thoughtfulplan.com

Employees: 5 - 9

HQ: 716-836-0438

Location: Buffalo, NY, US

Revenue: Not Available