10909 West Greenfield Avenue
After years of corporate life traveling the world, Nick Ignatowski, CFP® established Planners Financial Group, LLC in 2005. This change allowed for more time with his family, as well as providing the opportunity for him to better serve the individual needs of his clients in a more personal setting. Six months later, Nick officially registered the finance firm with the state of Wisconsin.
In 2011, Michael Taylor, CFP® (now retired) partnered with Nick and together, they created the firm’s brand. Nick’s Polish heritage inspired our Polish logo. The “PW” initials “Pomscimy Wawer”, evolved into the Kotwica (Polish for “Anchor”) emblem during World War II, and represented Poland’s struggle to regain independence.
When many other firms were selling products, Nick and Mike wanted to do things differently. They chose to base their philosophy on a quote that Nick’s father used to frequently say: “If you help people get everything they need in life, God will make sure you have everything you need in your life.” – Charles Ignatowski. Our logo represents our firm’s independence in the industry to serve the client first.
In 2015, Cory Graves joined Planners Financial Group, LLC expanding the book of business across fifteen states. Then in 2018 when Mike began preparing for retirement, John Massie, CFP® joined the team. Nick, Cory and John continue to serve clients with the philosophy the firm was founded on – putting the client’s needs first.
The advisors work together and complement each other to best serve our clients’. Together, they agreed the firm would provide no cost financial planning services to our clients and focus primarily reaching their client’s financial goals.
Planners Financial Group, LLC has a team of LPL financial planners that complement one another in experience to help you with all your financial planning and investment needs. Whether you are planning for retirement or are already a retiree, we have the knowledge and experience that can help you address your financial objectives.
We take your entire situation into account as we help you establish financial goals. We create a personalized plan allowing you to feel confident about your financial decisions.
We utilize the most current technology so you can conveniently manage and monitor your finances.
We will not compromise on the quality of our services, and we will deliver more than you expect.
If you are looking for a financial advisor who is held to a strict set of ethics and professionalism, CERTIFIED FINANCIAL PLANNER™ our LPL financial advisors are available to you. To learn more about what a CFP can do for you please click the blue tab above titled; why choose a CERTIFIED FINANCIAL PLANNER™.
Contact us for additional information and see how we can help you! We would love to sit down with you for a complimentary financial consultation.