Success Stories

In 2018 Paul Ragone had the largest growth in gross dealer concessions of any U. S. Planning Group advisor - 45%. About his growth, Paul says, “I must admit that in the early years with U. S. Planning my growth was minimal. However Glenn and U. S. Planning stayed committed to helping and supporting me and my practice. I am not sure another organization would have put such faith in me. With their support I have built a great recurring- income practice which added 30 new clients in 2018. A big help has been my coaching sessions with Glenn. He helps me stay focused on setting and achieving my goals and making sound business decisions. I also enjoy being part of a successful group. I see what other advisors are doing and can easily talk with them and share ideas. I have found this type of interaction with my peers to be a great benefit. I am excited about how my business is growing and where I am headed.”

Michelle Quay was one of the top advisors with U. S. Planning Group in 2018, growing her GDC by 16%. About her affiliation with U. S. Planning Group, Michelle says, “I started in the business on a bank platform but found it was too restrictive. I wanted to offer objective and nonproprietary products. I transitioned to one of the largest independent broker-dealers. It was better, I was able to align with my clients’ needs, but over the years I came to feel like just another number amidst their thousands of advisors. Upon meeting Glenn and the other advisors and staff at U. S. Planning Group, I immediately felt at home and made the decision to move once more to U. S. Planning and Woodbury Financial. I’m glad I did. I now have the technology, services and support that come from being with a large independent BD network but with the small-firm comfort and support of U. S. Planning. It is refreshing to be able to talk to a real person on the phone or in my office. Here is an example. U. S. Planning helped me interview, hire and train a great new staff person. I see my business growing in part due to my affiliation with U. S. Planning.”

G. C. Lewis surpassed a million dollars of GDC in 2018, becoming one of Woodbury’s top 30 advisors. His business has shown significant growth since he joined due to his drive and innovative approach to the business. About U. S. Planning, G. C. says, “I joined U. S. Planning after many years as a very successful wholesaler by purchasing the book of a retiring advisor. U. S. Planning helped me with my business plan, budget, identifying office space and staffing. They were with me personally through every step of the transition, and I am glad to say we didn’t lose a single client. Since then, through the acquisition of another small book and the addition of new clients, my practice has grown 225% to a million-dollar practice. I owe my success in part to the support and guidance of Glenn and his staff. Glenn has become my mentor and has helped guide me as I continue to grow the practice and provide a holistic financial planning experience for my clients. It has been a great partnership.”

Jon Baker has a multi-million-dollar practice with a great team of associate advisors and staff. His practice continues to grow each year. About his affiliation with U. S. Planning, Jon said, "I have to give credit to Glenn Williams for contributing to my success. While with U. S. Planning I grew from a solo practitioner to the largest individual practice at Woodbury. U. S. Planning provided me with an environment where I could build the practice of my dreams. Glenn provided wise counsel and was generous with his time and resources, and the staff at U. S. Planning have helped tremendously along the way. At times it may be difficult to see the value that comes from affiliating with a group, but in my case, I found that being part of a group of advisors was of great value. I would urge any advisor, large or small, who is looking to grow his or her practice or who simply wants to work with a quality organization and some great advisors to explore an affiliation with U. S. Planning Group."