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Executive Summary

The Planners Group was formed to provide our clients a professional, ethical, and responsive firm for all of their financial planning and investment needs.

Our focus:

Pre- and post-retirement planning
Investment asset allocation
Qualified retirement plan design and implementation

We provide a full range of financial solutions, including assistance in planning and achieving your goals, guidance on security selection, and creating asset allocation portfolios that follow the “efficient frontier” concept.

We will work with your CPA and attorney to develop and implement a personalized financial plan that meets your needs.

This is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to the residents of Wisconsin and Illinois.

Securities and advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA / SIPC . AIC and The Planners Group, LLC are not affiliated.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.