The Planning Group

The Planning Group is a comprehensive financial services firm, headquartered in Battle Creek, Michigan with clients nationwide. Our customized programs are designed to grow, and conserve your wealth by delivering a welcomed level of personalized service. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email at [email protected] or give us a call at (269) 441-5006.