Prospectus

Prospectus

SmartPlan is required to provide all potential client with a copy of a prospectus. A prospectus is a formal legal document, which is required by and filed with the Securities and Exchange Commission, that provides details about an investment offering for sale to the public. A prospectus contains the facts that an investor needs to make an informed investment decision. You may view the Free Market and Matson Money U.S. and International Equity Funds and Fixed Income prospectus by clicking on the link below.

Free Market Prospectus PDF

Matson Money ADV Pt 2 PDF

Privacy Notice 2018 PDF

ADV – 2019 Financial Planning Counselors

Annual Letter 2019

Do you have questions about your financial picture? Let's talk about it.

At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach. A coach will help you transform your experience with money and investing in a new and powerful way. Explore our upcoming events and talk to a coach today to be registered into the coaching program.