The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it means for the next generation.
The Planning Center, is reshaping the financial planning mold with its unique culture, expanded depth and expertise, and a new, younger generation of leadership and clientele.
Today, conversations with clients center around preparing for the future, their life goals as well as uncertainty. “We keep getting better at what we do — helping people with their money.”
Read the entire article here: Planning Center Reaches Out to New Generation
Marty Kurtz, CFP®, is a Sr. Financial Planner in the Quad Cities office of The Planning Center, a fee-only financial planning and wealth management firm.
Email him at: marty@theplanningcenter.com.
Eric Kies, CFP®, is a Sr. Financial Planner in the Quad Cities office of The Planning Center, a fee-only financial planning and wealth management firm.
Email him at: eric@theplanningcenter.com.
