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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16 Items to Consider at the Beginning of the Year:
The beginning of the year is a common time for folks to organize various aspects of their homes. As such, it is a great time to take an inventory, perform a review, or organize your financial house. Below are 16 items to consider: 1. Do a “roll call” of your Beneficiaries Trustees Executors Guardians Conservators […]
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