U.S. Planning Group, Inc.

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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.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
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Glossary

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Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Disability Income Insurance

How much Disability Income Insurance do you need?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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Market Watch

May 19, 2012 @ 07:18 PM

Dow Jones Industrials	12,369.38	- 73.11
Nasdaq Composite	2,778.79	- 34.90
S&P 500	1,295.22	- 9.64

[ Markets | Charts | Quotes | Portfolio ]

U.S. Planning Group, Inc. ® is a Georgia state licensed corporation whose primary business location is Georgia. Affiliated associates are restricted to offer securities/advice only in certain states for which they are appropriately licensed or registered. Some registered representatives may not be licensed in all states. Please see the individual representative's website to see where they are licensed to offer services.

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor. Member FINRA, SIPC. U.S. Planning Group, Inc. and Woodbury Financial Services are unaffiliated entities.