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Quarterly Market Review – Q3 2018
This report features world capital market performance and a timeline of events for the past quarter. It begins with a more
Build Confidence In Your Financial Future
Every day, we face decisions and transitions that shape our financial potential.
The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it. As a fee-only financial planning firm, we are paid only by our clients, allowing us to place your family's needs and priorities above all else.
Meet Our Financial Experts
Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security.
Marty Kurtz, CFP®
Eric Kies, CFP®
Cicily Maton, CFP®, CeFT®
John Longstaff, CFP®
Michelle Maton, CFP®, CeFT®
Michael Branham, CFP®
H. Jude Boudreaux, CFP®
Matthew Sivertsen, CFP®, CeFT®
Andrew Sivertsen, CFP®, CeFT®
JJ Sessions, CFP®
Nancy Greer, CPA
Wm. Marty Martin, PsyD
Rob Baner, CPA
Matt Knoll, CFP®
Amber Miller, CFP®
Autumn Campbell, CFP®
Matt Mercer
Latrenda Dixon
Nancy Caldie
Anina De Tommaso, FPQP™
Marissa Feehan
Lena Parrish
Amanda Deeb
Kathi Parrish, FPQP™, CRPS
Sheldon Lee
Sandra Foley
Recent News
Cash Course: Free credit freezes now in effect can help protect against identity theft
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. more
13 Tried and Tested Management Tips
There’s more to being manager than a bigger salary. And it’s important that businesses take the time to train their more