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Why Planning Solutions Group is 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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April 2017 | Quarterly Market Update

PSG Dashboard

PSG Dashboard

Financial planning software that updates all your financial information daily, under a single login.

PSG Blog

JP Morgan – “Investors Can’t Rely on the Stock Market for Retirement Planning”

The title of this article appeared on Wealth...
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PSG Happenings

Holiday Giving

PSG employees donated over $800 in gifts and...
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PSG Retirement Planning

Are You Prepared For Retirement?

We can stress test your financial plan and work to meet your long-term goals.

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Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

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Planning Solutions Group, LLC