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Who We Are

The Planning Group (TPG) is a comprehensive independent boutique wealth management practice, based in Battle Creek, Michigan with clients nationwide. Our advisors deliver customized wealth management programs that are designed to grow and conserve our clients’ wealth by delivering a superior level of personalized service. We provide customized financial planning, investment management, business consulting, and insurance services. 

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.

Investment Options

Mutual Funds
Individual Stocks
Risk Analysis

Retirement Planning

Retirement Projections
Traditional IRA
Rollover IRA
Roth IRA
Solo 401(k)
401(k) Rollover

Education Planning

Cost & Education Saving Projections
529 Education Accounts
Uniform Transfer to Minor (UTMA)
College Savings

Estate Planning

Wealth Transfers &
Document Reviews
Life Insurance Trusts
Living Trusts
Revocable Trusts
Irrevocable Trusts
Healthcare Patient Advocate
Durable Power of Attorney