Select Page

Advisory Services

What We Do

The Family Wealth Continuum

At Planning Solutions Group, our primary service is to provide you an objective and comprehensive fee-based financial plan. By using a proven and defined process, we produce a customized financial plan written specifically for each client.

We utilize a holistic approach to financial planning, and do not attempt to replace our clients’ existing advisors. Instead, we aim to establish relationships with these advisors and collaborate with them to ensure that our clients’ financial plans are complete and effective.

Our financial planners understand that a financial plan contains many moving parts, and we are prepared to evaluate your needs in the areas of Estate Planning, Retirement Planning, Investment Planning, Insurance Strategies, and Business Succession Planning.

Planning Solutions Group believes in a team approach when working with clients who have complex financial situations. In conjunction with the direct support of your financial planner, we use dedicated support staff to focus on the areas of Planning, Investments, and Insurance to make sure that your financial planning needs are managed efficiently and effectively.

Through coordination and collaboration, Planning Solutions Group is able to provide a level of service that matches the complex planning needs of our clients. Our firm is committed to helping our clients throughout our relationship to ensure we are taking the appropriate steps to put their financial affairs in order. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” in all aspects of the planning experience. We believe that long-term client relationships are more important than short-term gains, and we will never sacrifice the former for the latter.

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