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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
  • Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
    The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much
  • Managing Debt While Saving for Retirement
    It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.
  • Examining the Taxpaying Population: Where Do You Fit In?
    Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and
  • Is the Social Security Administration still mailing Social Security Statements?
    Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    
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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 AS or NFPISI.  Kestra IS and Kestra AS do not provide tax or legal advice and are not 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.