Broker Check
Planned Solutions

Working Together To Enrich Your Financial Well-Being

We are an Independent Financial Planning Firm - looking out for our client's best interests.  With over 30 years in the financial planning business, we at Planned Solutions can help guide you to a secure financial future. 

At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the range of options available today – investment opportunities, savings, pension plans and risk management strategies– and will help you identify which choices are best suited for both you and your family’s goals.

Financial planning, retirement planning, investment management, estate planning, insurance planning, and tax planning and preparation are our specialties.  Please give us a call for a complimentary initial consultation, where we will discuss your goals and help design a plan of action.

007-business-objects

Investment Management

We will allocate your assets based on your risk tolerance and goals.                                         

Read More

002-retirement

Retirement Planning

At Planned Solutions, we develop a personalized plan to prepare you to retire comfortably.

Read More

010-taxes

Tax Planning

We provide comprehensive financial planning including tax planning and preparation

Read More

Helpful Content

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.