Financial Planning Group is a financial planning and Registered Investment Advisory firm headquartered in Everytown, USA. The firm specializes in providing fee-only financial planning services and investment advice to individuals and families. Money Tree Planning advisors work solely for their clients. As fee-only advisors, all potential conflicts of interest regarding compensation are removed. We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - Financial Planning Group can help you along the way.
Your financial objectives may include:
- Ensure retirement income
- Reduce the burden of taxes
- Minimize the effects of inflation
- Create and preserve personal wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today...
To help you reach these important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Ongoing Asset Management
- Life and Disability Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
- Financial Seminars for Military, Church and Civic Groupso Corporate Employee Financial Education - Seminars on 401(k)s, Employee Benefits, etc.
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