THE PLANNING GROUP

The Planning Group is based in Katy Texas and licensed in 20 different states. Collectively we have over 50 years of experience solving complex estate planning, business succession and asset protection issues... We specialize in Estate Planning, buy-sell agreements, retirement planning, charitable giving and always provide back office support, case design and presentation, tax and legal advisors for all cases... At The Planning Group, we approach planning differently than other financial institutions. We view ourselves as problem solvers. We are not looking to fit a client to a product but rather we look to solve our clients life challenges.

Primary location: Katy United States