Contact
See it on one of your own plans.
The most useful thirty minutes is the one where we put your plan into it. Tell us a little about your practice and we will find a time.
- Prefer email?
- lluketic@myplanifi.com
What to expect
- 30 minutes
- Enough to see the platform working and decide whether a longer conversation is worth it.
- Your plan, if you bring one
- We will load a real plan’s documents and show you the assistant answering questions about it.
- No slide deck
- You have seen the slides. The product is more convincing.
- A straight answer on fit
- If your practice does not look like something PlaniFi serves well, we will say so.
Are you a plan participant?
This site is for advisory firms. If you are looking for information about your own retirement plan, your employer or your plan’s advisor will have given you an access code — contact them directly rather than us.