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.
|Firm Start Year:||2000|
|Name of Broker/Dealer:||Triad Advisors|
|Name of Custodial Firm:||Fidelity Investments|
|States Licensed in:||MD|
|Number of Years with Current Firm:||2|
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, Whats 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 FPAs speakers bureau he spoke in 2014 on federal employee benefits to the organizations members and also at the Library of Congress for federal employees. Recently he also participated in the Maryland FPAs 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 boards 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|
|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)|
|Registered Investment Advisor:||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:||Fee-Based (Fee and Commissions)|
|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.|
|Bachelor of Science - Business Administration Finance||
September 1999- May 2003
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 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.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Andrews Air Force Base||Annapolis|
|Cabin John||Capitol Heights|
|Ellicott City||Falls Church|
|Finksburg||Fort George G Meade|
|Mount Airy||Mount Rainier|
|Severna Park||Silver Spring|
|Takoma Park||Temple Hills|
|West Friendship||Windsor Mill|