PSI Capital Management

Planning Strategies, Inc. was founded in 2001 by Steven Mitchell and Scott Smith. The continued growth and success of the firm is attributed to the core principles Planning Strategies strives to achieve: Integrity Planning Strategies provides impartial, professional financial advice. We utilize a fee based structure; the revenues we derive are advisory fees from our clients. This fee structure creates an environment where there is never a conflict of interest between compensation and the recommendations we make for our clients.