U.S. Planning Group, Inc.

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We invite you to explore our website to find out more about our firm and our associates; and 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.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Capital Gains Taxes

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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Market Watch

February 09, 2010 @ 12:01 AM

Dow Jones Industrials	9,908.39	- 103.84
Nasdaq Composite	2,126.05	- 15.07
S&P 500	1,066.18	- 0.01

[ 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.

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.