The Planning Group, Inc.
Financial Service
Why pick this one
The Planning Group, Inc. has operated independently since 1999 and provides financial, investment, tax, estate, insurance, and business planning to clients nationwide.
Best for
- Comprehensive retirement planning involving employer-sponsored plans and IRAs
- Investment planning based on risk tolerance, time horizon, and financial goals
- Estate planning involving wills, trusts, wealth transfers, and powers of attorney
- Closely held businesses needing succession planning, ownership transfers, or employee benefits
- Education planning involving 529 accounts, UTMA accounts, and college savings projections
Specialties
- retirement planning
- tax management
- estate planning
- risk management
- investment planning and management
- business succession planning
- employee benefit planning
- education planning
- wealth transfers
Certifications
- CFP® designation
- CIMA® designation
- CPWA® designation
- RICP® designation
- MBA
What makes them different
- Established in 1999 as an independent boutique wealth management firm
- Serves clients across Michigan and in over 25 states
- Provides customized financial planning, investment management, business consulting, and insurance services
- Offers client access through RightCapital, Wealthscape Investor, Albridge Wealth Reporting, and AdvisorEnterprise
- Team includes professionals with CFP®, CIMA®, CPWA®, and RICP® designations
- Years in business
- 27
- Serves
- Battle Creek
Distilled from this business's own website.
Contact & Location
- Address
- 2500 Nash St N, Wilson, NC 27896-1394
- Website
- https://www.tpgbc.com
- info@tpgbc.com
Services
- financial planning
- wealth management
- investment management
- business consulting
- insurance services
- retirement planning
- tax planning
- estate planning
- risk management
- employee benefits