About Plans to Prosper, LLC…Taking the Worry Out of Your Financial Future Is Our Only Goal

Rob Choiniere, CFP^®NAPFA - Registered Financial Advisor

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Hear the Interview: “Why Choosing a Fiduciary Advisor is So Important”
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Rob Choiniere is founder and President of Plans to Prosper, LLC. His career in finance spans more than two decades. He led major development projects throughout the country including site selection of the Denver International Airport. Rob was Director of Planning for a leading national engineering corporation. During that period he led the firm’s management consulting practice, and specialized in assessing the financial viability of high-profile transportation projects.

In 1995 Rob re-focused his experience, and began concentrating on the financial lives of families. He was Senior Analyst and Investment Manager for a high net worth fee-only financial planning practice beginning in 1996. During that period he discovered that the broad middle/upper-middle class had no access to fee-only comprehensive financial advice. In order to address this underserved market, Rob founded Plans to Prosper, LLC in 2005. Rob, his wife, and two children live in North Allegheny County, Pennsylvania.

Education

B.S. Management and Transportation Technology; Florida Institute of Technology, Melbourne, FL 1978
M.S. Financial Planning Program; Georgia State University; Atlanta, GA 1995-1996
Certified Financial Planner Professional Program, College of Financial Planning, Denver, CO 2005
Certified Financial Planner™ certification 2006
NAPFA-Registered Financial Advisor, 2007

When you work with us, you can expect

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals. However, not everyone needs an annual retainer. So, our new clients start with an affordable Financial Review. The Financial Review is a perfect way for you to receive objective recommendations and to learn why people are increasingly seeking fee-only fiduciary advisors for their financial futures.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.