The Planning Group is a well established, boutique wealth management and financial advisory firm. Our goal is to help our clients and their families achieve the very best planning and lifestyle solutions while managing their investments and financial matters in a highly personal manner.

Please Note: Our website is currently being redesigned. For more information please call us on (847) 441-9400.

The Planning Group is a Registered Representative with/offering securities and advisory services through Waterstone Financial Group, member NASD www.nasd.com / SIPC www.sipc.org and Registered Investment Advisor, 500 Park Blvd, Suite 800, Itasca, IL 60143 (630) 250-7000. The Planning Group, Inc. and Waterstone Financial, Inc. are independent entities.

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