Planit Financial, LLC 

Planit Financial LLC is a Registered Investment Advisory Firm specializing in 401(k), Profit Sharing, Cash Balance, 403(b), and other Defined Benefit and Defined Contribution Qualified Plans.

 

Planit Financial is a specialized pension consulting firm that brings a history of enhanced services and better plan results directly to local qualified plans.

With Planit, we join your plan as a specialized Plan Fiduciary.  As a Plan Fiduciary, we accept responsibility to act in the best interests of plans, plan sponsors and plan participants.

Keith Mayfield has more than 25 years experience as a Qualified Plan Specialist coaching 401k advisors in the Pacific Northwest best practices for investments, education, fiduciary and operational procedures and their specific application within qualified plans.  

 
 

Our Name, Why

"Planit Financial"

 

In the Qualified Plan industry, the word Plan reigns

401k Plan           Cash Balance Plan               Pension Plan                        Education Plan      Investment Plan    Retirement Plan   


The definition of "Plan"  is exactly what is required in the pension world  -- 

  • A detailed method for achieving a goal.     
  • A detailed formulation of a program of action.    
  • A structured process for achieving specific goals.
  • A written account of intended future course of action aimed at achieving specific goals or objectives within a specific timeframe.
 

AT Planit WE CONTINUOUSLY PLAN FOR OUR "iT'S".  WHAT ARE OUR "iT'S"?

Plan "Retirement"

   Plan "Investments"

   Plan "Fiduciary"

   Plan "Employees"

   Plan "HR"

   Plan "Legacy"

   Plan "Education"

   Plan "Success"

"A goal without a plan is just a wish".     

                   --Antoine de Saint-Exupery