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Welcome to Confidential Planning

Planning for Happiness;Success;Retirement!

Providing you with the smart solution for the new 403(b) regulations

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About Us

Providing you with the smart solution for your 403(b) plan needs.

We Can Help Employers

At Confidential Planning we have several solutions to help ease the administrative burden on a school district.  We offer a single solution for districts looking to pass off the burden of administering a 403(b) plan, where we service and educate all participants, at no cost to the district.  We also offer our MultiChoice program as a vendor through various third-party administrators contracted by the school district.

Employers

A Letter from Our President.

In 2008, we created the MultiChoice 403(b) program for school districts and employees. We recognized a major void in the K-12 market as the environment and rules were changing due to the new 403(b) regulations handed down by the IRS. These new regulations inspired us to create a program that is transparent, low-cost, and easy for every employee to understand.  This coupled with the fact that we adhere to the fiduciary standard of care, puts us and our clients in a position to succeed and build wealth.

John V. Bianchini
President

We Can Help Participants

We believe we our MultiChoice program is one of the best decisions you can make as an employee of a school district.  If you would like additional information please type in your contact information and one of our registered representatives will get back to you quickly.

Participants

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Our fields of Expertise

Professional Advice

All of our representatives are fully licensed and are Registered Investment Advisors (RIA’s).  We have some of the best tools and resources to help you maximize your pension, save for kids college, and protect your assets and your loved ones.

Retirement Planning 

As a participant in our program, you will receive complimentary access to our financial planning software and calculators.  Ask your representative today for a no-cost retirement income plan.

Life Insurance

Whether you just purchased a new home, have a growing family, or would like to get the most out of your pension, we may have a solution that can help protect what matters the most to you and your loved ones.  Contact us today if you would like to learn more.

529 College Savings 

With college tuition increasing at a rapid rate, see how you can benefit from setting up a 529 College Savings Account and the benefits to you and your family.

Securities offered through Pinnacle Investments, LLC Member FINRA, SIPC

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