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Financial Planning Group
is a financial planning and Registered Investment Advisory firm headquartered
in Uniontown, Ohio. The firm specializes in providing fee-only financial
planning services and investment advice to individuals and families. Money Tree Planning
advisors work solely for their clients. As fee-only advisors, all
potential conflicts of interest regarding compensation are removed.
We work with people from all
walks of life, providing fee-only financial planning and advice for everyday
life. Clients have the flexibility to engage us on either a one-time,
as-needed, or ongoing basis. Remember, you don't have to have a fortune
to start building one. Today is always the best time to get started. Whether
you are building assets for the future - or seeking to protect, enjoy,
and pass on those you already have - Money Tree Planning can
help you along the way.
Your
financial objectives may include:
- Ensure retirement income
- Reduce the burden of taxes
- Minimize the effects of
inflation
- Create and preserve personal
wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially
devastating events
- Foster peace of mind through
proper planning today
To help
you reach these important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Ongoing Asset Management
- Life and Disability Insurance
Needs Analysis
- Second Opinion on Investments
or Current Financial Plan
- Financial Seminars for Military,
Church and Civic Groupso Corporate Employee Financial Education - Seminars
on 401(k)s, Employee Benefits, etc.
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©2024 Financial Planning Group. All rights reserved.
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