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. ® U.S. Planning Group, Inc. ® - Management Team: Brenda Herrington, Vice President - Operations - brenda@usplanning.com Kristy Lungwitz, Office Manager & Registered Assistant - kristy@usplanning.com 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 and Brenda Herrington are Investment Advisor Representatives and offer 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. |
