At Certified Planners Group, LLC, we treat our clients with the utmost courtesy and respect. We provide realistic, honest financial advice that comes with safety and peace of mind in uncertain times. We will lead you on a course that you will understand with flexibility to fit your comfort level. We specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. Aside from that we also offer assistance and sound financial advice on a wide array of financial vehicles including annuities, charitable giving, asset protection, college funding, estate planning, final expense life insurance, IRA and 401(k) assets, IRA asset planning and a lot more.
Our consistent track record of uncompromising ethics instills confidence and trust. We will ensure that you have a comprehensive, easy-to-understand plan with no confusion and none of the usual financial rhetoric. Our company was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals. At Certified Planners Group, LLC, we do what's right, not what's popul