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Welcome to Confidential Planning
Providing you with the smart solution
for the new 403(b) regulations
 Download SmartChoice Enrollment form here
CONFIDENTIAL PLANNING specializes in the design and implementation of retirement
programs for educators and employees of school systems, universities, hospitals,
and not-for-profit organizations.
Our decades of experience in the 403(b) market and our partnership with Fiscal Advisors & Marketing, Inc.
have helped us to develop SmartChoice 403(b)™, our exclusive 403(b) plan for teachers, administrators,
and employees. SmartChoice is designed to simplify your program, save you time, lower your costs, and
meet all the new 403(b) regulations.
Learn more about how SmartChoice can benefit you. See the plan overview,
download our
SmartChoice 403(b) Plan brochure, e-mail us, or
speak with one of our SmartChoice advisors today.
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Now Available!
Download our
SmartChoice 403(b)
Plan brochure!
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