Bronze Sponsor

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XY Planning Network is the leading organization supporting financial advisors who provide fee-for-service financial planning to Generation X & Generation Y clients. XYPN is a turnkey financial planning platform, providing everything from compliance support to the technology necessary to start, run, and grow (or transition to) a fee-only RIA doing real financial planning for next-generation clients, with real independence, and access to a real community of like-minded advisors.

xyplanningnetwork.com

XY Member Benefits Directory