Brian Kuhn
PSG Clarity

Tel: (301) 543-6035
8161 Maple Lawn Blvd
Suite 400
Fulton, MD 20759

Providing Financial Direction

PSG Clarity | Financial Advisor in Fulton ,MD

About PSG Clarity

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management.

Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and "Exceeding Expectations" to ensure a positive and life-changing planning experience.

Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.


General Information

Firm Start Year:   2000
No.of Employees:   20-49
Name of Broker/Dealer:   Triad Advisors
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   MD
Number of Years with Current Firm:   2
Work Experience:   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. He has been quoted or appeared on financial planning news articles at www.Dailyfinance.com, www.thestreet.com and www.Foxbusiness.com, What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes Estate Planning radio show.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66 registrations. Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is member of the Maryland Financial Planning Association and participates on their communications committee, and is on the marketing committee of the West County Chamber of Commerce. Through the FPA’s speaker’s bureau he spoke in 2014 on federal employee benefits to the organization’s members and also at the Library of Congress for federal employees. Recently he also participated in the Maryland FPA’s Money Power Day in Baltimore MD by offering pro bono one on one planning sessions.

His profile as a financial planner is featured at www.wiseradvisor.com, the CFP board’s www.letsmakeaplan.org site, and www.Brightscope.com. He has been interviewed as a featured author at www.Businessinfoguide.com.

Brian graduated from Towson University with a B.S. in Business Administration and a minor in English. He lives with his wife Merin and their daughters, Charlotte and Caroline in Odenton, MD.
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Annuities , Options & Futures , Commodities , Bonds , Stocks , Insurance , Mutual Funds , FOREX & Currency , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At your office , Via phone , Via email , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Variable Life , Long Term Care , Variable Annuity , Health , Annuity , Accident
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Commissions , Based on Assets , Flat Fee
Additional Details on Charges:   I can structure the compensation arrangement however is most comfortable for you.


Education

Bachelor of Science - Business Administration Finance  Towson University
September 1999- May 2003



Faqs

  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He holds his FINRA Series 7, and 66 registrations. I have a B.S. in Business Administration from Towson University
  • What services do you offer? Financial Planning, Retirement Projections, College Planning, Tax Planning, Asset Organization, Budgeting and Debt Discussions, Estate Planning, and insurance coverage
  • How many clients do you currently manage? Approximately 300 households
  • Will you be the only person working with me? Yes if you would like, or I can introduce you to other members of PSG so you know there is a team behind me.
  • How are you compensated? How will I pay for your services? Based on implementation of investment management and/or insurance coverage
see more

Disclosures


Disclaimer

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.

Brian Kuhn

Brian Kuhn

CLTC, CLU®, CERTIFIED FINANCIAL PLANNER™ Certificant


Brian established PSG Clarity as a division within the firm Planning Solutions Group to focus on clients under a given net worth, instead of above it. Brian exclusively works with people who DONT feel wealthy. He is currently accepting new clients
In his 16th year in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & 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 and The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions.
He is the host of the bi-weekly TV show Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD and on YouTube.
He is a CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

Communities Served

Andrews Air Force Base Annapolis
Annapolis Junction Arlington
Arnold Ashton
Baltimore Barnesville
Beltsville Bethesda
Bladensburg Bowie
Boyds Brentwood
Brookeville Brooklyn
Cabin John Capitol Heights
Catonsville Chevy Chase
Clarksburg College Park
Columbia Crofton
Crownsville Curtis Bay
Davidsonville Dayton
Derwood Dundalk
Dunn Loring Elkridge
Ellicott City Falls Church
Finksburg Fort George G Meade
Fort Myer Gaithersburg
Gambrills Garrett Park
Germantown Glen Burnie
Glen Echo Glenelg
Glenn Dale Glenwood
Glyndon Great Falls
Greenbelt Gwynn Oak
Halethorpe Hanover
Hyattsville Jessup
Kensington Lanham
Laurel Linthicum Heights
Lutherville Timonium Marriottsville
Mc Lean Millersville
Monrovia Montgomery Village
Mount Airy Mount Rainier
Odenton Olney
Owings Mills Pasadena
Pikesville Potomac
Randallstown Reisterstown
Riva Riverdale
Rockville Sandy Spring
Savage Severn
Severna Park Silver Spring
Suitland Sykesville
Takoma Park Temple Hills
Towson Upper Marlboro
Washington Washington Grove
West Friendship Windsor Mill
Woodbine Woodstock

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Compensation Arrangements

Check

Social Networks


tweeter facebook linkedin google plus