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We are pleased to announce Planning Solutions Group, LLC has been named to the 2017 Financial Times 300 Top Registered Investment Advisors list.  This is an independent list consisting of independent RIA firms from across the U.S. with a minimum of $300 million in assets under management, with 75% of those assets being institutional.  Firms acceptance to the list requires the satisfaction of several criteria including assets under management, asset growth, company age, industry certifications, SEC compliance record, and online accessibility.  PSG was selected for this honor from over 1500 firms invited to apply.

Inclusion in this list and recognition of our firm is only possible with the amazing team in place at PSG. The collaborative efforts and consistent drive to succeed from all of our staff has helped the firm grow by leaps and bounds over the last several years.

We greatly appreciate the continued support from our clients who allow us to assist them with one of the most important components of their lives. We also value the confidence our clients have in our work which is evident by their continued referrals to their friends, associates, and families.  We look forward to exceeding client expectations for years to come.

For additional information or to learn how we work with our clients, please reach out to one of our qualified Planners for retirement planning, business succession planning, or wealth management advice.

Please click the included link for access to the article published by Financial Times.