The clients of Planning Solutions Group include successful business owners, executives and professionals, retirees, and affluent families. Our primary product is our sound advice and solutions; financial products and services are secondary.
Our focus is to provide advanced planning solutions for high net worth clients with complex financial planning needs. Typically our clients do have existing advisors, including CPAs and attorneys. However, they seek the advice of the financial advisors of Planning Solutions Group to gain a more holistic vision of their financial picture.
We place a premium on relationship building, not product selling. That’s why our financial planners develop one-on-one relationships with our clients. We believe that our role is to promote trust between clients and their advisors by not getting in the way, but instead by providing support and an environment in which we can build successful, long-term relationships.
The professional financial planners at Planning Solutions Group are able to provide creative, “one of a kind solutions.” That’s why we can say, with confidence, that Planning Solutions Group is the partner of choice for high quality, fee-based financial plans, estate, retirement, business succession, and investment planning solutions.
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501
Planning Solutions Group, LLC