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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How a Weak Business Environment has led to Record Stock Prices

Based on the quarterly data from the S&P 500 index, a proxy for US large corporations, a picture of the business environment for US companies emerges. Take a look at the graph below. Since the great recession, US companies have seen earnings recover quite strongly, up nearly 70% over the past 6 years. However, notice […]

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