Built for Business Owners
How We Help Folks Just Like You
Linda and Carl Bernstein
Retired Business Owners
Business Owner and Philanthropist
Lisa and Brent Dillard
President and Weekend Boater
War Veteran and Retired Business Owner
Logistics Expert and Hiking Buddy
While seemingly very different, our accomplished professionals, executives, business owners, and entrepreneurs are all strongly independent people with a passion for freedom, family, and the ability to choose how to best live their lives on their terms.
They demand competent, pro-active, objective, and actionable advice that leads to simplicity and clarity in their financial and investment management. They have access to tools such as robo-advisors, do-it-yourself, and other online cookie cutter solutions, however they seek creative problem solving and unrestricted access to ideas crafted around their needs that seek to protect what they worked hard to accumulate and help grow their worth to enhance their life’s ambitions. They desire a team that genuinely knows them!
Life Stories Matter
Family is Everything
Managing family wealth requires a team with a diverse range of talent and the expertise to effectively coordinate all aspects of your financial picture.
Our Win/Win +1 Approach
Quality of life is everything. It's the reason you do what you do to provide for those you love. It brings purpose and meaning to today while inspiring tomorrow.
Life, Take 2
How will you spend the next exciting chapter of your life? Find out a few of the ways Planned Financial Services can help you shape tomorrow on your terms.