Planning Services

History

Incorporated in 2001, Planning Services, Inc. provides both investment and estate planning services. We help those preparing for or living in retirement to secure their savings and distribute them in a tax efficient manner while living and at death. Planning Services, Inc. offers a full range of services, including: -Investment Planning -Estate Planning Including Wills and Trusts -Income Planning -Catastrophic Illness Asset Protection -Tax Planning -College Planning and more.

Specialties

At Planning Services, Inc. we understand that retirees face many important decisions that affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, and rising health care costs. In addition, we find that Estate Planning helps to provide peace of mind. We have partnered with attorneys who specialize in this area and bring years of experience to the table. Because over 90% of our clients are pre-retirees or retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Through a systematic planning process, we engage our clients based on their needs and help them ensure that their financial choices match their estate planning and retirement goals. Our specialties at Planning Services, Inc. include: Estate Planning Tax Planning Financial Planning Income Planning College Planning Investment Advisory Services Catastrophic Illness Asset Protection Worksite Financial Education