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Our Company

Our Mission

Planning Resources, Inc. was founded with the goal of assisting our clients with their financial lives.  We strive to provide the most comprehensive and personal service available, working towards a reputation for excellence in customer service.  We help clients create a plan towards financial stability and security.

Our Commitment

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.  Our promise to you, as our client, is to provide outstanding service and responsiveness.  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 Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.  The most important step in this process is listening to and understanding your goals and objectives.  If you have any questions about your current financial situation or wish to schedule an appointment, please contact us.