The Planning Group

Financial ServicesUnited States11-50 Employees

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success.  We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions.  Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning.



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 not affiliated with Kestra IS or Kestra AS.  Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms.

This profile 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 844-553-7872.

Sign up for free to view info

Email Format Employee directory