The Planning Group Email Format

Financial ServicesMichigan, United States11-50 Employees

The Planning Group is an independent financial advisory firm within the financial services sector that emphasizes education as a pathway to achieving financial success. It guides clients through the entire planning process, offering education and coaching as they navigate significant financial decisions, with a multidisciplinary team addressing financial planning, investment management, risk management, and estate planning.

It is based in Battle Creek, Michigan, and delivers its services through securities and investment advisory channels provided by Kestra Investment Services and Kestra Advisory Services, while maintaining independence from those entities. Kestra IS and Kestra AS do not provide tax or legal advice, The Planning Group is not affiliated with these entities, and access to products and services may vary by state based on registration.

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