The Planning Group is a wealth management firm that specializes in helping clients make better decisions about their financial affairs. We have offices in Scottsdale, AZ and Sun City West, AZ for your convenience. For every client, we remain strictly committed to our core values:
- Integrity — We are committed to our clients to serve them with the highest level of integrity.
- Trust — We are committed to earning our client's trust through providing objective advice and sound investment and estate solutions.
- Service — Our team of professionals is dedicated to the nobility of service.
VERY IMPORTANT NEWS - The Department of Labor will require companies providing 401(k) accounts to lay out all the fees and other charges in plain language beginning Jan.1st, 2012.
Simply put - it is crucial that CFO’s and Financial Managers are aware of these new 401(k) rules because, under the new regulations, you can be held personally liable should you fail to comply. There have been numerous articles such as in The Wall Street Journal - Earlier Retirement: Beating Back the High Fees - “…putting the squeeze on high retirement-plan fees.” Even 60 Minutes did a segment about the high fees of 401(k) plans in January of 2011. Watch the video here.
If you would like to set a time to visit, please email Kris at
kris@theplanninggroup.com
We still have copies of the book Stop The 401(k) Rip-Off! available. Please email Kris at kris@theplanninggroup.com if you would like a free copy.
Our outlook on what's happening in the investment markets.
Presentations:
Interview with Reid Johnson
Money Matters:
Money Matters is our client state of affairs program, focusing on how to protect your money and make more of it.
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