







My Objective
Base EductationTM
My Perfect
Financial PlanTM






No Prequalification, Just Advice.

My Objective
Base Eductation
Blog
Rethinking Retirement Planning Moves (2023)
What's My Perfect Retirement Plan?
"Qualify" Yourself for Long Term Care Insurance
Frequently Asked Questions
To get started, download via the Apple or Google Play stores.
To get started, download via the Apple or Google Play stores.
Our app’s privacy policy generally avoids our collection of personally identifiable information unless necessary to service your account. We do not currently collect for our usage the information you enter for quizzes, assessments, and when using exercises, or generally whenever a user engages with the material. We do, however, make this information available to you to use with whomever you choose.
Anonymized and generalized information such as the total number of users, usage statistics, and threat detection may be available to us by our systems or from 3rd party service providers, but only to the extent to improve our systems, protect the integrity of our system and the overall quality of our services.
Our 3rd party processors, such as the Apple and Google Play stores, have their respective privacy and data use policies. Click here to view a list of all our current 3rd party service providers and learn how your data is protected.
Note: Advisors in the directory that are in the business of providing personalized advice have individual privacy policies, 3rd party processors of their own, and disclosure statements as required by law.
- Advisors are not required to maintain the ongoing accuracy of planning reports unless properly compensated.
- Not including any consultation.
- As needed as a negotiated fixed price or hourly offering.
- Our App courses are subscription based.
- The Advice OnlyTM process requires advisors not receive economic benefits of any form except invoiced payments directly from clients. This includes generally avoiding non-monetary favors, referrals received or given of Advice OnlyTM clients. However, in some cases, a referral is in fact in the best interests of a client, so as such at that time if a conflict could exist or be precieved, a detailed written explanation of the nature of the referral and any potential or perceived conflicts will be produced, in writing and fully acknowledged by all parties prior to the referal being given..