Privacy & Disclosure
Planning Solutions Group (“PSG”) is an SEC registered investment adviser located in Maple Lawn, Maryland. PSG and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which PSG maintains clients. PSG may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. PSG’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of PSG’s web site on the Internet should not be construed by any consumer and/or prospective client as PSG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from PSG. Any subsequent, direct communication by PSG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PSG, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of PSG’s current written disclosure brochure discussing PSG’s business operations, services, and fees is available from PSG upon written request. PSG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PSG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The Representatives of PSG are also securities licensed by several states with Triad Advisors, Inc., an independent broker-dealer. Member FINRA/SIPC.
Family Office services offered through PSG Family Office, LLC. Planning Solutions Group, LLC and PSG Family Office, LLC are affiliates of one another and are not affiliated with Triad Advisors.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.
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