Using a team approach to
providing personal and business financial planning services.
Planning Strategies Group brings together a vast network of professionals
such as; accountants, lawyers, insurance agents, and investment
advisors to provide in-depth analysis of your complete needs.
Planning Strategies Group additionally networks with other specialists in
many areas allowing us to provide a comprehensive overview of your
provide independent integrated financial planning services to the
individual, professional and business owner.
provide the necessary products that enables the client to achieve
their goals and objectives
keep clients informed of the various tax-sheltering, retirement
planning and investment options available in today's
constantly changing financial environment
address the client's financial concerns in the three critical areas
minimizing taxes, increasing cash flow, and
increasing net worth
pool the talents of specialists in areas such as Tax, Insurance,
Law, Finance, Investment and Business Management to provide a
one-stop financial service network and provide value added services
to existing product lines
provide financial planning services to other professional
organizations such as Accounting Firms, Legal Firms, General
Insurance Firms thus providing them with the expertise necessary to
service their clients. Provide the support network that will supply
all the essential products, services and tools required by
professionals in financial planning situations so that they may best
service their client needs.