Overview
The Planning Associates, Inc. is a full-service, fee-only financial planning and registered investment advisory firm that provides highly personalized and comprehensive financial solutions for individuals, families, and small businesses. We inform, counsel, advise, and assist clients in implementing strategies to achieve a stronger, stable, and reassuring financial lifestyle.

The Objective
The Planning Associates, Inc. is committed to the highest level of service, professional guidance, and supplying answers to, and strategies for your specific needs - in a manner you are comfortable with. There is no charge or obligation for an initial consultation to discuss your individual concerns and how The Planning Associates, Inc. can provide you with practical financial solutions before you realize you need them.

Your Benefits
In today's highly sophisticated, ever changing, and confusing economic environment, you may not have the time or expertise to effectively address the issues necessary to achieve your financial goals. The Planning Associates, Inc. gives you peace of mind with unbiased, fee-only, impartial advisory services that clarify your options and skillfully execute complex financial matters. Most importantly, we address your situation with the personal attention necessary to provide you with the best possible advice.