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Paul Merriman

PlanVision: Low Cost Flat-Fee Financial Planning for Do-It-Yourself Investors

Apr 8, 2026 · 1:09:41
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✨ AI Summary
  • Mark Zoril discusses PlanVision's $489 flat-fee financial planning.
  • PlanVision aims to simplify investing and offer unbiased advice.
  • Technology enables affordable, accessible financial planning for DIY investors.

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