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,
|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, 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
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|
|Investment Types:||Bonds , Options & Futures , Alternative Investments , Stocks , Commodities , Annuities , Mutual Funds , Insurance , FOREX & Currency , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your home , At your office , Via phone , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health , Long Term Care , Accident , Annuity , Life , Variable Life , Variable Annuity|
|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:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$0|
|Compensation Methods:||Commissions , Flat Fee , Based on Assets|
|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.
|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|
|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|