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We Work For You To Succeed!

When it comes to your financial success you need a professional that has your goals at the forefront when working for you.  When working with Minder Planning Group you can be assured that our goals are your goals.  We are an independent, fee-based investment advisory firm.  What does this mean?  We work directly for you the client.  We are do not work for a bank, insurance company or Wall Street firm.  We are compensated for what we do, not by what product we sell.

At Minder Planning Group it is our job to provide actionable advice for your goals.  We act as your investment advisor, money coach and sometimes your financial therapist.

Minder Planning Group is a comprehensive investment management firm offering the following:       

            Ø  Investment Management              
              
Ø  Financial Planning  
               
Ø  Retirement Planning  
               Ø 
Individual Retirement Plan Management
               Ø  Corporate Retirement Plan Management   

Our Commitment to our clients is that we will treat our clients with courtesy and integrity.  We will unbiased advice and opinions to your goals.  We will fully disclose and manage unavoidable conflicts in the clients favor.

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 IMPORTANT DISCLOSURES

Minder Planning Group, LLC does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, AA, AE, AP, CA, CO, CT, DC, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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