Planning Strategies Staff

Shelley Teskey

Administrative Assistant

Marsha Williams

Administrative Assistant

Planning Strategies, LLC

12700 Park Central Drive, Suite 420,

Dallas, TX 75251

972-934-7799

Hours

PLANNING STRATEGIES, LLC
12700 Park Central DRIVE, SUITE 420
DALLAS, TX 75251
972-934-7799

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, HI, KS, KY, LA, MN, MO, MS, MT, NM, NV, NY, OK, TX, UT, VA, and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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Planning Strategies Staff

PLANNING STRATEGIES, LLC12700 Park Central DRIVE, SUITE 420DALLAS, TX 75251972-934-7799

Form CRS: Client Relationship Summary

PLANNING STRATEGIES, LLC
12700 Park Central DRIVE, SUITE 420
DALLAS, TX 75251
972-934-7799