The Planning Group
Richard M. Tsoumas, CFP®
President
269-979-8700
rtsoumas@tpgbc.com
Welcome to The Planning Group

Today's economic climate offers unprecedented challenges and opportunities. At The Planning Group, our mission is to help clients understand the challenges & take advantage of the opportunities by providing them with three key tools:

1. A clear understanding of their financial goals

2. A well-defined roadmap for achieving those goals

3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial & wealth management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on The Planning Group, please contact us today.

Newsletters
  • Understanding Stock Market Indexes
    No doubt you've seen headlines reporting that a particular stock index is up or down. But do you know what an index is, and how understanding the nuts and bolts of a
  • Four Lessons Grandparents and Grandchildren Can Learn Together
    If you're a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they
  • Nearing Retirement? Time to Get Focused
    If you're within 10 years of retirement, you've probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting,
  • How long should I keep financial records?
    There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only
  • What are some tips for organizing financial records?
    Organizing your financial records is a cyclical process rather than a one-time event. You'll need to set up a system that helps you organize
    
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI) and are not affiliates of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra ASD or NFPISI.  Kestra IS and Kestra AS do not provide tax or legal advice and are not a Certified Public Accounting firms.


This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 512-697-6000.