Our People

Partnering with a financial professional starts with a conversation about your priorities and goals.  What do you want to achieve, now and into the future?  Based on what matters most to you, your financial professional will develop a personalized plan that fits your unique needs and situation.  As your life matures, your financial professional will keep the conversation going with recommendations for your wealth plan, market news and analysis, and access to the latest wealth technology to help you manage your finances.

Planning Concepts works with a team of advisors representing a broad range of professionals including CPA’s, CFP’s, JD’s, IAR’s and AIF’s.  We will explore the elements which make up your financial picture, and then integrate planning strategies in a way that most efficiently pursues your personal and/or business financial goals.  Our financial planning services are built on trust, transparency and accountability.