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
  • Prepare Now for a Year-End Investment Review
    Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
  • Retiring and Relocating? Don't Neglect State Taxes!
    If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax benefits to
  • Leaving Assets to Your Heirs: Income Tax Considerations
    An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all
  • What factors could negatively impact my credit report?
    Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness
  • I'm looking to buy a home. What are some common mortgage mistakes to avoid?
    Navigating the complex world of mortgages can be difficult. As a result, it's easy to make mistakes when applying for a mortgage loan.
    
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Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. The Planning Group is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of NFPAS. The Planning Group is not affiliated with NFPAS and NFPISI.  NFPAS does not provide tax or legal advice.


This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC (NFPAS) 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 NFPAS Compliance Department at 512-697-6000.