Quality Clinical Care, and Expert Forensic Analysis
A Legacy of Financial Guidance in Clarkston
For over 65 years, Planned Financial Services, LLC has been a trusted financial planning partner for individuals, families, and businesses in the Clarkston community. We take pride in simplifying the often complex world of financial planning and empowering our clients to achieve their financial goals with transparency and personalized attention.
Our Passion: Empowering Financial Success
Our team of experienced financial professionals holds multiple industry certifications and has extensive experience in areas including:
- Insurance Planning: Comprehensive analysis and guidance on life insurance, long-term care insurance, and disability income insurance.
- Investment Planning: Tailored portfolio management and wealth accumulation strategies.
- Tax Reduction Strategies: Customized plans to minimize taxes and maximize your financial potential.
- Retirement Planning: Comprehensive planning for a comfortable and secure retirement.
- Estate Planning: Creating a clear and legally-binding estate plan to safeguard your assets and legacy.
Expertise in Special Care Planning
Beyond these core areas, we have a dedicated team of professionals with deep understanding of special needs planning. Our Chartered Special Needs Consultants (ChSNC) have extensive experience in navigating the complexities of planning for individuals with disabilities and their families. We offer:
- Specialized guidance on Special Needs Trusts and government programs.
- Personalized support and advocacy.
- Understanding the unique financial challenges faced by families with special needs individuals.
A Client-Centered Approach
At Planned Financial Services, we believe in a personalized approach to financial planning. We take the time to understand your unique needs, goals, and financial situation before developing a customized plan that aligns with your unique needs. We believe in open communication, clear explanations, and proactive guidance throughout the process.
Join Us on the Path to Financial Security
Our mission is to empower individuals and families in our community to build and realize their lifelong financial goals. Contact us today to schedule a consultation and learn how our experienced team can help you achieve financial security and peace of mind.
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