Planning Consultants

Owner at Planning Consultants - Tulsa, Oklahoma, United States

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Email (Verified)
***@planningconsultants.us

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Mobile Number
(XXX) XXX-XXXX

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Location
Jordan

Company
Planning Consultants

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Planning Consultants

Tulsa, Oklahoma, United States • 3 Employees
Financial Services

Planning Consultants is a U.S. based firm that provides third party financial planning solutions to financial advisors. Outsourcing plan writing frees the advisor's time and creates capacity for the advisor to focus on relationship management and prospecting. Plans are written and reviewed by CFP® professionals only, and are written using Money Guide Pro software. The advisor can be confident that their client is receiving comprehensive planning. Additionally, the plan writers do not solicit or accept personal clients, and the advisor can be confident that Planning Consultants is not interested in competing with the advisor. Planning Consultants is not affiliated with a broker dealer.

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Planning Consultants currently works for Planning Consultants.

Planning Consultants's role at Planning Consultants is Owner.

Planning Consultants's email address is ***@planningconsultants.us. To view Planning Consultants's full email address, please signup to ConnectPlex.

Planning Consultants works in the Financial Services industry.

Planning Consultants's colleagues at Planning Consultants are Mahdi Kamrava, Todd Bletcher and others.

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