Call/Text: 315-558-4681

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Arboxy / Confidential Planning
Confidential Planning
Financial, Syracuse

Confidential Planning is an SEC Registered Investment Advisor with several solutions to help ease the administrative burden on a school district.  They offer single solutions for districts looking to pass off the burden of administering a 403(b) plan. We worked with Confidential Planning to create a one-page site allowing the user to find information quickly. The goal was to offer enough information to help the user make a point of contact.