Why We’re Different

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience.
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For Federal Employees: Is the G Fund Still a Viable Position for your Porfolio?

When setting up a portfolio the goal of the collection of assets is to perform a variety of functions and to collectively only take as much risk as would allow you to sleep at night. They call it asset allocation because you are going to “allocate” some money to companies that are growing rapidly, some […]

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