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About Us

The variety and number of financial options available today make planning for a secure future confusing and difficult. For most of us, working with a professional company such as Planned Solutions is one of the best ways to pursue a financially secure 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 to the consumer today – investment opportunities, savings, pension plans and insurance products – 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 analysis, and tax planning and preparation are our specialties. Call us now for a complimentary initial consultation, where we will discuss your issues and help design a plan of action.