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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Why are the TSP L Funds so different than other Target Date Funds?

Government workers, like those in any area of the economy, want to maximize their employee-eligible retirement savings plans. Noting the quality of the investments offered through your employer versus those on the public market is an essential step for investors to determine their best options for maximizing their savings. The thrift savings plan or TSP […]

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