The Planners Professional Services, Inc.

The Planners Professional Services, Inc. is a Registered Investment Advisory firm specializing in creating a plan of action that is designed to help investors meet their financial goals. Since no two investors are exactly alike, there is no standard approach to formulating a plan. Each client has a uniquely personal profile. The Planners helps develop a strategy or "blue-print" based upon each person's risk parameters, time horizon, income needs, taxation considerations and many other factors.

Services provided can include detailing strategies in the areas of investments, taxes, insurance, education funding, retirement and estate planning. Although many firms specialize in these areas, we strive to coordinate them in an objective manner. The Planners can specifically tailor these services to meet the financial needs of each client as determined by individual consultation and through analysis of current and future needs.


Saturday, July 31, 2010
Securities and Advisory Services are offered through VSR Financial Services, Inc., a Registered Investment Adviser and, member FINRA/SIPC.  The Planners are independent from VSR.
 
This website is a publication of The Planners Professional Services, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
 
All articles were prepared by financial journalists who are not affiliated with The Planners Professional Services, Inc.
 
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
 
Infomation on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
 
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
 
The Planners Professional Services, Inc. is registered as an investment adviser with the state of Iowa and only transacts business in states where it is properly registered, or is exluded or exempted from registration requirements.
 
The listing qualifications for Who's Who in Finance and other registrations are available upon request.
 
The Planners Professional Services, Inc. does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.