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"Prosperity belongs to those who learn new things the fastest."
- Paul Zane Pilzer
WHO WE ARE
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OUR PEOPLE
The Planning Center (TPC) is a financial planning firm where we serve as a guide in helping you make decisions and changes in your financial life. Your relationship with us will become an opportunity for personal growth and financial strength, as we help you develop financial security and peace of mind.
Who we are:
Meet the team and read our bios on
Our People
Take a look and learn more about
Our Affiliations
Based on conversations with our clients, they sought us out for:
A safe place to talk about money
A group of experienced professionals who genuinely care about our clients
Well-thought out planning strategies
Financial education for themselves and their families
Effective communication
Organization and simplification of finances
Consumer materials:
Read about what our clients have to say about their relationship with The Planning Center.
2008 Client Survey
Download the Consumer Guide to Financial Self-Defense from the Certified Financial Planner Board of Standards, Inc.
2010 Consumer Guide