It is important to feel you have control over your future. At Total Solutions Planning Group, we offer our experience and knowledge to help you design your own strategy for financial independence.
Total Solutions Planning Group provides a range of fee-based investment management services, including portfolio management and financial, retirement & estate planning. We are based in Atlanta, Georgia, and serve clients worldwide. At the outset of each new relationship, we conduct a very thorough assessment of our client’s current financial position as it relates to income, taxation and family considerations. We review current portfolio holdings, complete a full risk assessment and discuss goals for income and capital appreciation.
Total Solutions Planning Group utilizes low-risk, low-volatility vehicles offering more safety and income security. TSPG specialties include retirement income planning, guaranteed income planning, asset preservation, and wealth protection strategies. TSPG can offer a variety of personalized retirement and insurance solutions that help you meet your goals.
Total Solutions Planning Group will work with you to explore college funding options, so you'll have access to the funds you need to pay for tomorrow's college education.
Most taxpayers end up paying more taxes than necessary because they fail to anticipate future tax liability. We help individuals and business owners pay the least amount of taxes possible today, while strategically reducing taxes in the future.