Financial Planning Sites

Empower Retirement aims to transform financial lives by providing comprehensive financial advice, planning, and investment services to individuals and organizations. With a mission to empower financial freedom for all, Empower serves over 18 million Americans through various tools and resources. Their commitment to simplifying money management and enhancing customer experience reflects their dedication to helping clients achieve their financial goals.

Myminfin is a comprehensive financial management platform designed to help users manage their finances effectively. It offers a range of tools and resources for budgeting, tracking expenses, and achieving financial goals. With its user-friendly interface, Myminfin aims to simplify financial management for individuals and families alike.

A 401k is a retirement savings plan offered by employers that allows employees to save and invest a portion of their paycheck before taxes are taken out. This type of plan is designed to help individuals accumulate savings for retirement while benefiting from potential tax advantages. Many employers may also offer matching contributions, enhancing the growth of the employee's retirement funds.

Tenrox, now known as Upland PSA, is a professional services automation software designed to streamline project management and enhance operational efficiency. It helps organizations take control of their projects through automation, resource management, and financial planning. By providing insights into project costs and progress, Tenrox supports businesses in exceeding client expectations and achieving sustainable growth.

Sunlife is a global financial services company that offers a wide range of products including financial planning, life insurance, health insurance, and investment solutions. With a commitment to sustainability and diversity, Sunlife aims to enhance the financial security and well-being of its clients and communities. Operating in multiple countries, Sunlife provides tailored services to meet the unique needs of individuals and businesses.

Synovus is a financial services company that specializes in banking, mortgage, and investment solutions. With a commitment to bringing customers' financial potential to life, Synovus offers a comprehensive range of services tailored to meet both personal and business needs. The company operates in several states, providing accessible and convenient banking options along with expert financial insights.

Orionadvisor is a financial advisory platform designed to offer a range of investment solutions and guidance. It caters to both individual investors and financial professionals, providing tools and resources to facilitate informed decision-making. With its user-friendly interface and robust analytics, Orionadvisor aims to enhance the financial advisory experience.

Fidelity Investments is a leading financial services firm that provides a wide range of services including retirement plans, wealth management, and brokerage services. The company offers various investment products such as mutual funds, ETFs, fixed income bonds, and CDs. With a focus on financial planning and advice, Fidelity aims to help individuals achieve their financial goals through tailored investment solutions and professional guidance.

My529.Org is a dedicated platform designed to help families save for education through 529 plans. With over 20 years of experience, it offers various investment options, tax advantages, and customizable savings strategies. My529.Org aims to make higher education more accessible and affordable for all families, regardless of their state of residence.

Youneedabudget, also known as YNAB, is a financial management application designed to help users take control of their spending and savings. By implementing the YNAB method, individuals can effectively allocate their finances, reduce stress, and build a healthier relationship with money. The platform offers a 34-day free trial, allowing users to experience the benefits of organized budgeting without any commitment.

Mint is a free online budget tracker and planner designed to help users take control of their finances. By linking accounts from over 17,000 financial institutions, Mint offers comprehensive insights into spending habits and net worth. The platform has been integrated with Credit Karma to enhance financial tracking and management capabilities.