Getting Started

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

Ttaming-the-retirement-octopusaming 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 (1)Get a quick snapshot of your finances when it comes to retirement planning