Overview

PlanStrong Investment Management provides custom independent investment solutions to individuals and small businesses.  Investment strategies are based on macro economic trends, thorough research and analysis, and limiting exposure to risk.  Recommended solutions are reviewed with clients using easy to understand presentation tools, justifying the firm’s motto, “Smart investing, simplified.”

The firm provides integrated solutions to our clients’ financial challenges, using a three step process:

  • Identify and quantify goals, priorities and timing
  • Develop and implement a funding and investing strategy for each goal
  • Ensure that strategies take into account:
    • Income needs    
    • Asset protection from unexpected events    
    • Income tax implications*

Developing and implementing a comprehensive financial plan involves seasoned and successful professionals, great tools and support, and effective business partners.  For more information about PlanStrong, the team, and our service partners, please see the following links:

*Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.