Select Page

Knowledge Center


We are providing these links as a convenience to you. We are not responsible for the content of the site that you are going to visit. We have provided links to videos that Planning Solutions Group has produced.

PSG Quarterly Market Updates
Planning Videos
Auto Dealer/Business Succession Videos
PSG TV – Your Future Your Finances

PSG Quarterly Market Updates

January 2019 | Quarterly Market Update

October 2018 | Quarterly Market Update

July 2018 | Quarterly Market Update

April 2018 | Quarterly Market Update

Planning Videos

Auto Dealer/Business Succession Videos

Business Owner Planning, Part 1 – Don Hannahs

Business Owner Planning, Part 2 – Don Hannahs

PSG TV – Your Future Your Finances

Click the YouTube icon to access more episodes from Your Future Your Finances.

Part I:  Your Health – Dr. Ken Redcross
Part II:  MD Women’s Business Center – Angie Duncanson (min 10:15)

(1) Medicare and Long Term Care – Tracy Russo, CLTC of HTA Financial
(2) Trusts and being a Trustee – Vernea Meiser, Partner at Lewicky, O’Connor, Hunt & Meiser (min 13:15)

(1) Protecting Yourself with Insurance Planning – Darius Bakhtiar, CFP
(2) Long Term Care Insurance – Jeff Merwin, CLTC, CLU, (min 12:45)

(1)  Whole Foods and Plant-based Eating – Sharon McRae
(2)  Aging & Exercise -Gigi Nash (min 10:09)

Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

© 2012–2016
Planning Solutions Group, LLC