PlanStrong Investment Management was established in 2005 by Paul Parsons, and is primarily a fee-based advisory firm specializing in investment management, estate planning* and asset protection strategies.
Clients choose PlanStrong because:
We are independent. We are not obligated to use any fund company or service provider. We use a wide array of products and services to meet your needs.
We are experienced. PlanStrong is lead by an industry veteran with over 20 years of investment industry experience.
We are primarily fee based. In most cases, PlanStrong charges clients a fee as a percent of assets under management, so there are no financial incentives for one investment solution over another. We use individual stocks, bonds, no-load or load waived mutual funds, ETF’s, and other investment vehicles in our portfolio solutions.
We do our own proprietary investment research using an extensive array of resources and tools
We are committed to providing full service to our clients, by assigning a dedicated advisor, being available via phone or email, meeting regularly face to face, and taking care of all administrative matters.
We keep it simple and are easy to work with. We communicate without overwhelming our clients.
We solve your problem(s) in the context of the entire situation, not just in isolation.
You can hear us every week on the radio to get our perspective on market events.
*Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.