BrightPlan

BrightPlan LLC

Mayelana nalolu hlelo lokusebenza

Lawula izimali zakho usebenzisa i-BrightPlan ukuze uthole isiqondiso sezezimali esiqondene nawe, ulandelele imigomo yakho, futhi wenze uhlelo olusekelwe esimweni sakho esiyingqayizivele ukuze uphumelele! Lo mhlomulo ohlinzekwe ngumqashi usiza ekunciphiseni ukucindezeleka ngokwezimali futhi ukwakhe ukuzethemba uma kuziwa emalini. Iminikelo ye-BrightPlan ingase ihluke ngezwe nomqashi.

Funda: I-BrightPlan Academy inikeza izinsiza zemfundo ezifanelana nawe, okuhlanganisa ama-athikili namaseshini abukhoma/adingeka kakhulu, agxile ezidingweni zakho zezezimali. Sibeka phambili imigomo yakho—akukho ukuthengisa, ukusekela kuphela.

Luhlelo: Awuwedwa. I-BrightPlan digital Financial Wellness Coach™ kanye nomqeqeshi omusha we-AI bahlinzeka ngokusekelwa komuntu siqu okungu-24/7 ukukusiza ufinyelele imigomo yakho yezezimali ngokuqukethwe okulawulwayo.

Phatha: Ukubonakala kuyisithako esiyinhloko sokuzulazula esimweni sakho sezezimali. Buyekeza ibhajethi yakho, qapha indlela osebenzisa ngayo imali, futhi ubone wonke ama-akhawunti akho kudeshibhodi eyodwa.

Tshala: I-BrightPlan inikeza isiqondiso sokutshala izimali esisekelwe emigomweni esekelwe ekubekezeleleni kwakho ubungozi kanye nemigomo yemigomo.

Kuvikelekile: I-BrightPlan iqinisekisa ukuthi idatha yakho iyimfihlo futhi ivikelekile, ayilokothi yabiwe nabaqashi noma abantu besithathu, ithengiswe, noma isetshenziselwe ukumaketha. Silandela izinqubo ezihamba phambili futhi sibambe izitifiketi zokuphepha ukuze sivikele ulwazi lwakho.

I-Fiduciary Excellence: I-BrightPlan ingumeluleki wezokutshalwa kwezimali obhalisiwe futhi idingeka ngokomthetho ukuthi ikwenzele lokho okukuzuzisa kakhulu - ukuqinisekiswa kwethu yi-Center for Fiduciary Excellence (CEFEX) kuqinisekisa ukuthi sinamathela emazingeni aphezulu kakhulu.

Ukuzihlangula:
I-BrightPlan LLC ingumeluleki wokutshalwa kwezimali obhalisiwe we-SEC onganikeza izeluleko zokutshala izimali kubahlali base-U.S. Ukubhalisa akusho izinga elithile lekhono noma ukuqeqeshwa futhi akusho ukugunyazwa yi-SEC. I-BrightPlan ayibhalisiwe nanoma iyiphi i-ejensi yamazwe ngamazwe ukuze inikeze, futhi ayinikezi, noma yisiphi iseluleko sokutshalwa kwezimali kubahlali okungebona abase-U.S. Ngokusebenzisa lolu hlelo lokusebenza, wamukela Imigomo Yesevisi yethu (https://www.brightplan.com/terms-of-service), Isaziso Sobumfihlo (https://www.brightplan.com/privacy-policy) futhi, e-United States, Isivumelwano Sokweluleka Ngokutshalwa Kwezimali (https://www.brightplan.com/investment-advisory-agreement). © 2025 BrightPlan LLC

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