Planning Strategies, Inc. is a Registered Investment Adviser (RIA) providing holistic financial planning and personalized fee-based investment management. We take pride in successfully blending the support and strength of large organizations, with the service, attention, and dedication that only an independent hometown firm can bring.

Meet The Team

Meet The Team

Our team approach will help you achieve your financial goals.

Read More

Our Services

Our Services

Whether your needs are financial planning, retirement analysis or investment management, our Financial Advisors are here to help.

Read More

Why Fee-Based?

Why Fee-Based?

Transparency and unbiased financial advice are the building blocks to healthy, long term relationship.

Read More

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you

One Couple, Two Different Retirements?

After many years together, some retired spouses may find their daily routines far apart. When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all, retirement planning is about the pursuit of a happy outcome – a fun and emotionally rewarding “second act” that

Building an Emergency Fund

Everyone should aim to have a cash reserve We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met. Imagine a 30-year-old couple with no real savings. Let’s call them Kurt and Diana.

2017 Retirement Account Limits

How much can you contribute this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs. The 2017 limits are the same as in 2016: $5,500 for IRA owners who will be 49 and younger this year, $6,500

2016 PSI Annual Client Appreciation Event

Let us show our appreciation for our continued relationship with a fun night filled with Food, Drinks and Football! The 2016 PSI Annual Client Appreciation Event is a tailgating-themed party culminating in the Penn State vs Ohio State football game! Doors open at 7pm and game starts at 8pm.  Tailgate food with Beer & Wine,