Check the background of this financial professional on FINRA's BrokerCheck.
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
  • Playing Catch-Up with Your 401(k) or IRA
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
    The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
  • What It Means to Be a Financial Caregiver for Your Parents
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
  • What should I evaluate when considering a new job offer?
    Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
  • I received a new job offer but the salary is low. Should I make a counteroffer?
    Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
    
PreviousNext
Tell A Friend Tell A Friend
 
 
 

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.

 

 


Check the background of this financial professional on FINRA's BrokerCheck.