U.S. Planning Group, Inc.

 

We invite you to explore our website to find out more about our firm to see if one of our professionals is just the person you want for your trusted advisor.

Glenn Williams, AIF®, CLU, ChFC, CFP®

President, U.S. Planning Group, Inc. ®


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Glenn Williams is an Investment Advisor Representative and offeres securities and Investment Advisory services through Woodbury Financial Services, Inc., a Registered Investment Advisor.  Member FINRA, SIPC, PO Box 64284, St. Paul, MN 55164 (800)800-2638.  U.S. Planning Group, Inc. ® and Woodbury Financial Services, Inc. are unaffiliated entities.

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Cash Flow Analysis

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Federal Income Tax

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Credit Card Debt

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Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

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September 03, 2010 @ 04:17 PM

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