Planning Strategies, LLC - About Our Firm

Securities and Advisory Services offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC. An Advanced Equities Company.

A team of experienced advisors with a broad range of expertise

At Planning Strategies we understand that your individual or business situation is unique and deserves an equally unique approach designed to help put you on track to reaching your goals.

Having a broad range of expertise allows our team to work collaboratively, addressing the needs of almost any client. Those needs often vary from simple investment accounts or IRA's to education plans, personal life insurance, income planning for retirees, complex estate plans, executive deferred compensation plans, 401(k)'s, or business buy-out plans. We also offer our expertise to CPA's and attorneys to complement and complete planning services for their clients.

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your objectives. We offer you timely, unbiased advice and promise to do so with the highest level of integrity and service.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.
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