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Our Services

At The Planning Group we serve individuals and businesses in all areas of financial management, including:

Financial Planning

We will work with you to develop a comprehensive financial plan to help you identify your life and financial goals and build a plan to help you achieve them. This includes periodic monitoring and adjustments as needed.

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

•Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

•Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

•Risk management

Reviewing existing insurance policies including life, disability, long term care, etc. Recommending policy changes when appropriate. Finding the best policy for your situation.

•Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

•Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

•Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

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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.