PlanVault is a connection service. We help people approaching or already in retirement find a licensed financial advisor who can review their retirement income situation, at no cost to them. That is the entire scope of what we do. The how it works page walks through the process step by step.
What PlanVault Is Not
Plan Vault is not a financial advisor and does not provide financial advice. We are a referral and connection service that connects individuals with licensed financial advisors. Any information provided is for informational purposes only and should not be construed as financial, investment, legal, or tax advice. Always consult a qualified financial professional before making any financial decisions.
In practice that means we hold no accounts, manage no money, recommend no products, and take no part in the advisory relationship. Once you are matched, that relationship is between you and the professional you speak with.
Our Editorial Standards
Retirement content is easy to get wrong and expensive to get wrong, so the rules for everything published here are strict:
- Every rule, threshold, and figure traces to a primary source: the IRS, the Social Security Administration, FINRA, the SEC, or named peer-reviewed research.
- Sources are cited by name and linked, so you can check the original rather than take our word for it.
- We do not invent statistics. If reliable data on something does not exist, we say so instead of filling the gap.
- We publish no guaranteed returns, no income projections, and no performance promises.
- We use no invented testimonials, no purchased reviews, and no press logos we have not earned.
- Pages carry a visible update date, and rules that change annually get reviewed when the new figures are published.
Verify Anyone, Including Us
Any financial professional who contacts you can be checked for free through FINRA BrokerCheck, the SEC adviser database, or CFP Board verification. We encourage it, including for advisors we match you with.
Who Operates PlanVault
PlanVault is a brand operated by RevScale Ventures LLC, a Wyoming limited liability company. How your information is handled is set out in our Privacy Policy, and the terms of using this site are in our Terms of Service.