PlanStrong serves clients with a variety of investment and financial planning needs. We can help isolate specific problems you are trying to solve, or help you with a comprehensive financial plan. As time passes, we often adjust strategies with existing clients to accommodate changing market and tax conditions*. Many clients come to PlanStrong needing assistance with one, and more often several of the following circumstances:
Providing sufficient retirement income
Protecting assets from long term care expenses
Investing for college
Change in marital status
Legacy and estate planning
*Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.