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
  • A View of Health Care from Around the World
    The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of
  • Retirement Myths and Realities
    We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common
  • How the Windsor Decision Affects Retirement Plans
    Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of "spouse" is
  • Why are you paying more at the pump?
    Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated. According to the U.S. Energy Information
  • Chart: Ten-Year History of U.S. Average Gas Prices
    Gas prices fluctuated widely in 2008, peaking at a high of $4.11 during the second week of July, then plummeting to $1.81 by the first week of December. Since 2008,
    
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 Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. The Planning Group is a member of PartnersFinancial, an affiliate of NFPSI. The Planning Group and NFPSI are not affiliated.  NFP Securities, Inc. does not provide legal or tax advice.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. 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 NFP Securities, Inc. Compliance Department at 512-697-6000.