On this Planned Solutions Inc. Podcast we touch on the Recovery of Gold that started in December 2015 and what it means to you. New Retirement Plan contribution limits and how it effects your retirement plans. Mortgage Rates are rising. Are you a home owner? Important facts you"ll want to think about before you think about refinancing. Plus a look at the PSI Bulletin Board.

Planned Solutions Year End Giving RMD And More

Planned Solutions is 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.