The Planning Group
Financial ServicesView the employees at
The Planning Group-
Michael Brown, CFA®, CPA Principal at The Planning Group
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Greater Chicago Area
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Top 5%
Paul Shuman, CPA, CFP® Principal at The Planning Group-
Greater Chicago Area
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Rising Star
Dani Barron Principal at The Planning Group-
Top 10%
Nick Brown President at The Planning Group-
Top 1%
Overview
At the Planning Group, we have been providing high quality, objective, personalized financial advice since 1976. We understand that every facet of your life has a financial consequence. We will be your partners, counselors, and support system to address life's inevitable decisions and challenges. We provide a comprehensive approach to financial planning and implementation customized to each of your goals. We recognize that you lead an active and complex life that can be time consuming and complicated to manage. Working with specialized, experienced professionals provides you with a high level of service and security, allowing you time to focus on your family, business, and quality of life. Investment Advisor Representative, TPG Advisors, LLC, a Registered Investment Advisor. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and TPG Advisors LLC dba The Planning Group are not affiliated.
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