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Home > Financial Services > Stock Brokers > Planners Financial Services, Inc.
Planners Financial Services, Inc.
Planners Financial Services, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
They are comprehensive financial managers, not just money managers or financial planners. Helping achieve a more satisfying lifetime is their primary goal. The firm has been helping investors since 1972 and is a Securities Exchange Commission Registered Investment Adviser.
Montgomery Investment Management is also affiliated with them. The members of that team are licensed with this firm and bring a variety of backgrounds and skills to the table to assist their clients with their life challenges. They work for clients on a fee basis, not commissions.
They have lived and worked through many different market conditions and have developed the skills, wisdom and discipline necessary to act prudently as your comprehensive financial managers.
Creating value without undue risk for their clients in today's uncertain markets requires skill and planning. They use technical analysis and careful study of modern portfolio theory concepts for mutual fund evaluation. In developing a portfolio, they carefully consider their client’s investment objectives, risk tolerance and age.
Their clients' greatest interest lies in retirement planning to manage their current lifestyle to have a future lifestyle. There are many legal tax minimization techniques that should be explored to determine what the best tax planning strategy is. Their clients appreciate their assistance in talking through their options and helping them focus on the important decisions prior to a meeting with an attorney.
Their professionals are knowledgeable about their actual insurance needs. Their team members are licensed for insurance, but are not a General Agency for any insurance company. They offer their clients an in-depth and independent insurance evaluation and analysis.
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