Best Financial Advisors Award from AdvisoryHQ

12 Best Financial Advisors & Wealth Management Firms in Chicago, IL | 2020 Ranking

TPC is pleased to be included in Advisory HQ’s 2020 top 12 list of top financial advisors in Chicago, Illinois. more

Key PPP Updates for Small Businesses

by Amy Tessmer, CPA and TPC CFO If you’ve been following the news and guidance related to the Paycheck Protection more

TPC’s Best Place to Work Award has Perfect Timing

InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020. more

Helpful COVID-19 Legislation and Resources

by Amy Tessmer In recent days, there has been significant legislation enacted to help individuals and businesses that have been more

Client Questions in Uncertain Times – Investor Questions Answered

by Michael Branham, CFP® As Americans and the world face uncertain economic outcomes, investors are asking important questions to understand what more

Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout

Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale more

The Planning Center continues its acquisition strategy, merging with a New Orleans firm

A New Orleans-based wealth planning firm is the latest partner to merge with The Planning Center Inc., headquartered in downtown more

Honoring the man who forever changed the financial planning profession

By Robert Powell Published May 19, 2017 at www.marketwatch.com Read the entire article here: Honoring the man who forever changed the financial planning profession more

How the late Dick Wagner, the ‘oracle’ of planning, paved advisers’ way

By Tobias Salinger Published April 25, 2017 at www.financial-planning.com Read the entire article here: How the late Dick Wagner, the ‘oracle’ of financial more

Planning Center Reaches Out to New Generation

The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it more