Your Port in the Financial Storm.

At Planning Solutions Group, we utilize a global approach to financial planning and are committed to providing ongoing, exemplary service to each and every one of our clients.  By viewing your situation holistically, we can help you navigate through all of life's challenges.  In an ever-changing economic landscape, we provide customized strategies and solutions to allow your individual financial plan to weather almost any financial storm.  We seek to serve as a constant landmark for you to reference in the pursuit of your financial goals.

No one can forecast the outcome of your financial future.  But we can help to prepare you for unforeseen circumstances and position you to achieve your personal and professional financial goals.  By thoroughly evaluating your current situation, our financial planners provide objective advice on how to improve your personal economic outlook.  We provide each o f our clients with a written plan of action which includes: Objectives, Observations, and Recommendations.  We also utilize Cash-Flow modeling as a starting point in our planning to determine the adequacy of your resources for retirement, estate planning, and business succession. Through our ongoing annual reviews of your financial plan, we help to guide you in the direction of financial success.

Today's investors are flooded with “hot” financial tips and tricks for outsmarting the market.  At Planning Solutions Group, our hand is steady through the changing tides of volatile financial markets.  We know how to find the balance between safety and speed, and we design customized investment solutions for our clients based on their individual needs and goals.  Part of our process is to offer a complete portfolio analysis in order to ensure that your portfolio is aligned with your personal risk tolerance and investment objectives.  We compliment our steady approach to asset management with the flexibility to make adjustments and strategic maneuvers as your situation changes.  Our goal is to present clear, concise recommendations for your personal asset allocation and evaluate your investment portfolio continuously and systematically. 

As you look at your personal financial horizon, you may have many questions about how to plan for the future of your family and heirs.  With a clear plan of action and the conviction to “stay the course,” you can better preserve your hard-earned wealth.  Planning Solutions Group provides options for sheltering your assets from the claims of creditors and divorce proceedings, while minimizing your estate tax burden.  We also evaluate your need for insurance planning and offer innovative solutions for estate preservation.  Even with an existing estate plan, it is necessary to constantly review your estate planning documents and amend them to address changes in your personal situation, as well as the ever-changing estate tax laws.

People used to save money for a “rainy day.”  Today, people are under increasing pressure to save for their own retirement, as the future of Social Security and employer-funded pension plans becomes unclear.  When it comes to your retirement accounts, you want to make sure that the investments in your portfolio are working as hard as you are.  Planning Solutions Group is committed to providing innovative solutions and a new wave of retirement planning options.  Our financial planners focus on generating retirement income, helping protect your principal investment, and outpacing inflation throughout your retirement years.

You're working hard; your business plan should return the favor.  As a business owner, you are faced with a flurry of financial decisions regarding the success or failure of your business.  Amidst the daily challenges associated with running your own business, it is difficult to see the light through the fog.  In addition to sustaining the success of your company and its employees, you must consider the timing of your personal exit strategy and plan for business succession.  In order to remain efficient and profitable, you need to consider debt management and tax reduction strategies for yourself and your business.  The advisors of Planning Solutions Group have the experience and expertise to help you make decisions that will benefit you, your family, your employees, and your business. 

Learning about the various methods of saving for your child's private school or college tuition can sometimes feel like an education in itself.  Make sure you're selecting the approach that fits your needs, time horizon, and budget.  Our financial planners can illustrate tax-efficient strategies for funding your child's education, including 529 College Savings Plans, UTMAs & UGMAs, Coverdell Education Savings Accounts, Roth IRAs, and brokerage accounts.  Regardless of which strategy you choose to fund your child's education, your plan should be designed to withstand the ups and downs of today's tumultuous economic marketplace.  The advisors at Planning Solutions Group can shed light on each of the options for education savings and planning.

Most of our clients already have a financial plan in place when they contract for the services of our firm.  However, our financial planners have continually uncovered missing opportunities in our clients' existing plans and have been able to provide innovative solutions to help maximize our clients' financial situations, while minimizing their tax burdens.  Chart your course of action today and contact an advisor at Planning Solutions Group to see how we can serve the needs of you, your family, and/or your business.

Call 301-543-6000 or toll-free at 888-740-3501 or email us at