Planning Strategies, Inc. is a registered investment advisory firm providing holistic financial planning and personalized investment management. The core principle of Planning Strategies is building life-long relationships through quality service and customized financial solutions.

Taming the Retirement Octopus

Taming the Retirement Octopus, written by Steven Mitchell and Scott Smith, has drawn notable media attention and is currently published by the Premier Institute for Financial Freedom.

Retirement Assessment

Retirement Assessment

Get a quick snapshot of your finances when it comes to retirement planning