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Services We Offer


Personalized solutions to your financial challenges

Every family has different financial challenges. At Planned Solutions, we do our best to help develop a plan personalized to help meet your specific needs.

Unlike many financial advisors, we strive to take a comprehensive view of your finances. The first and most significant step is to help you define your goals and agree on strategies to pursue them. We can help you live within your means, and help find out how long your retirement savings will last. But perhaps more important, we want to help you make the most of your financial resources so that you can live WELL within your means.

We help clients figure out what they need to live a rewarding, satisfying life, then together develop and implement strategies to help make that happen.  This is a process bigger and more important than just investing.  In other words, we don’t sell products, we help create solutions.

Specifically, we can help you with any of the following financial topic areas:

  • Investment Advice and Management
  • Tax Planning and Preparation
  • Retirement Planning
  • Estate Planning Advice
  • Insurance Planning and Insurance Review
  • College Savings
  • Loan Review
  • Employee Benefit Planning
  • Charitable Gifts Planning