Specialties
PSG Clarity specifically focuses on respectful & thorough financial planning to help people find direction toward their goals, and we don't apply a minimum investment requirement of our clients. At the same time we are a division of Planning Solutions Group, a wealth management firm with planners of diverse experience. So we have the resources and experience to help you, and the compassion to focus on your goals.
History
Established in 2001.
Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 3 partners with over 70 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes two attorneys who provide advanced estate and tax planning solutions, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.
Planning Solutions Group is committed to providing top service to our clients and offering comprehensive financial plans, asset management services, estate planning, business succession strategies, retirement, and investment planning.
PSG is affiliated with Triad Advisors, an entrepreneurial B/D with over 450 advisors nationwide and servicing more than $10 billion in client assets. The office of PSG is located in the newly developed business district of Maple Lawn, MD - conveniently located midway between DC & Baltimore.
Meet the Manager: Brian K.
Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been underserved by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits", has contributed articles to www.MarylandBankingBlog.com, and www.Fedsmith.com.