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Below are some of our commonly used applications

RightCapital

K-12 Planning's financial planning software, Right Capital.

This is our Financial

Planning software and

where you will access "The Vault".

Altruist

K-12 Planning's custodian for assets, Altruist.

This is the custodian for investments managed by K-12 Planning with the exception of 403(b) and 457(b) money.

Aspire

K-12 Planning's custodian for assets, Aspire.

This is the custodian for

403(b)s and 457(b)s if they are directly managed by K-12 Planning.

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K-12 Planning LLC (“K-12 Planning”),  is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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