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Edit Business | Planned Solutions Inc
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About Planned Solutions, Inc. is a Registered Investment Advisory Firm. Securities offered through Securities Service Network, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Story We are an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the range of options available today – investment opportunities, savings, pension plans and insurance products – and will help you identify which choices are best suited for both you and your family’s goals. Financial planning, retirement planning, investment management, estate planning, insurance analysis, and tax planning and preparation are our specialties. Please give us a call for a complimentary initial consultation, where we will discuss your goals and help design a plan of action. Securities offered through Securities Service Network, Inc. a registered broker/dealer. Member FINRA (www.finra.org) & SIPC (www.sipc.org). Planned Solutions, Inc. is a Registered Investment Advisory Firm. We are licensed to sell securities in AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MD, MI, MT, NC, NM, NV, NY, OR, TX, VA, WA and WY. We are licensed to sell variable products in AZ, CA, FL, MT, NV, OR, IA, MI, VA, and WA. Fee-based advisory services are currently available to residents of: California (CA), Montana (MT), Oregon (OR), Texas (TX) and Washington (WA). California Insurance License #0F24746. Mission We help you plan and prepare for the retirement you deserve. Products Financial planning, investment management, retirement planning, (including retirement projections IRA’s, 401(k), 403(b). 457, 401(a), etc.), estate planning, tax planning and preparation, insurance analysis (including long term health care, life, disability and property and casualty).
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