The Planning Group is a boutique financial services firm. We offer investment management, life insurance and financial advisory services.

Our goal is to help you and your family manage your investments and financial matters in a highly confidential and personalized manner. We have been in business for over 40 years and have deep and thorough expertise in dealing with a wide variety of business and family matters.

We’ll listen to your needs, goals and dreams and map out your financial plans together. We will be your partner and counselors, your support system in preparing for and addressing life’s inevitable decisions and challenges. We recognize that our clients lead active and complex lives. You understand that managing your investments is more complicated and time-consuming than ever before and that working with specialized investment professionals provides you with a level of confidence, security and time to focus on your life, business and family.

Have you ever asked yourself any of these questions?

• How much money is enough for retirement?
• What is the best way to save for college?
• Who will inherit my estate: my heirs or the government?
• Can my family or business survive if I were to become disabled or die?
• What charitable contributions can we comfortably make?
• Is it time to start transferring some of our family resources to our children?
• How can I more effectively attract and retain key employees in my business?

If you have asked yourself one or more of these questions, we can help you answer them. 

Contact Us or call (847) 441-9400 to schedule a complimentary consultation.

 

Copyright © 2009 The Planning Group. All rights reserved.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA /SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Planning Group, Inc. and Cambridge are not affiliated.