Planningworks

Description

• PlanningWork$ delivers personalized investment advice through an extensive financial planning and investment strategy process designed to help clients assess their current financial situation, analyze their life goals and implement sound, long-term strategies.Founded in 1999, Lisa Allen and Mikiel Featherston joined forces to define a unique approach to wealth management. Both have a long history in the financial planning industry and have watched it change over the last 20 to 25 years. They agreed there needed to be something more for people and businesses looking to manage and secure their wealth. PlanningWork$ does just that by offering clients a multi-disciplined wealth management practice; a single platform through which all of a clients financial matters are managed, including assets, private documents, financial and estate plans, and retirement and cash flow models.Mission StatementPlanningWork$ is a wealth strategy group who guides and supports clients through their financial journey. Our commitment is to protect and enhance our clients financial quality of life.Vision StatementTo be the most trusted and valued advisor to our clients.Disclosure: Investment Advisory services offered through, Smart Money Group, LLC a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Smart Money Group, LLC, PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.
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  Headquarters:2700 Viaduct Fortuna Ste 100, Austin, Texas, United States

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  Phone Number: +1 512-498-7526

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  Website: https://www.planningworks.biz

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Planningworks

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• |  NAICS Code: 523930  |

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