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Individuals & Families

Today, more than ever, information about financial planning and financial products is everywhere: books, magazines, TV, cable, newsletters and the internet. The number of options and opportunities seems endless... and often puzzling. Our professionals take the confusion out of developing a solid financial plan by dividing the process into four main categories and working directly with you to review the specific compenents of each.

Wealth Accumulation and Management
Risk Management
Tax Implications
Estate Planning

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.