Contact Us

CONNECT

Address:

10909 W. Greenfield Avenue, Suite 101
Milwaukee, WI 53214

Phone:

414-282-4000

Fax/Other:

414-282-7700

Our Process

 

How We Plan Your Future Together

 

At Planners Financial Group, we use a disciplined, unbiased approach in helping you plan your financial future. We do not lead with products, but seek to uncover your goals and find the path that will help you pursue them.

 

 

     STEP 1

     Establish and define our relationship 

 

 

     STEP 2

     Gather your data, including your goals 

 

 

     STEP 3

     Analyze and evaluate your financial situation 

 

 

    STEP 4

     Develop and present our financial planning recommendations to you 

 

 

     STEP 5

     Discuss, consider, and implement the financial planning recommendations, if you      

    decide to do so 

 

 

     STEP 6

     Monitor the financial planning recommendations to ensure we are pursuing your

    goals. Learn about how our Technology helps you and your advisors to better monitor

    your finances.    

 

Return to Why Choose Our Company.

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck