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Now that you’ve been introduced to the PSG Dashboard and you are using it to track and manage your accounts, the next step is to meet with your Advisor at Planning Solutions Group to update or create your financial plan. We will identify your goals and objectives, discuss priorities, and help you become financially organized in order to develop a clear picture of you, your financial situation and your future wishes. We will help you see where you are now, where you want to be and how you can get there.

Our advanced financial planning software can help you plan and feel more confident about any major life decisions coming down the road. Whether you are sending a child to college, a recent empty-nester concerned about your preparation for retirement or simply looking for a vote of confidence to book that next cruise, let us help you. Click the video below to see what we do!

Call today to setup an appointment with your Financial Advisor. Or if you are new to Planning Solutions Group we will put you in touch with one of our Financial Advisors. You can reach us at: 301-543-6000.