2/5/2008

Practice Succession Planning

You're a successful financial advisor with 15+ years of industry experience. You have built a book of business and solid relationships with your clients in the affluent market. Now, you're looking for a succession plan for your practice. Consider working with a team of accomplished professionals at Planning Solutions Group. We are a member of Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor, and we are based in Columbia, Maryland. The four partners of our firm have over 70 years of combined industry experience and have focused knowledge in Estate Planning, Business Succession Planning, Retirement Planning, Insurance, and Investments.
We cater to the affluent market, including business owners and individuals. Our strategy for success includes a collaborative effort in creating solutions for our clients' complex financial planning needs. Each planner has the ability to utilize our in-house team of specialists to ensure that we are providing the highest level of service to our clients.
You've worked hard to build rapport with your clients and you want to leave them in good hands. We have the knowledge and experience to continue to guide your clients on the path toward their goals for financial success.
For details on our company, visit www.planningsolutionsgroup.com or contact Bill Bruns at william.brunsIII@lfg.com .

2/5/2008

Seeking Financial Advisors

If your potential is greater than your opportunity, it's time to consider a career with Planning Solutions Group. Planning Solutions Group is a member of Lincoln Financial Advisors (LFA), registered investment advisor and broker-dealer. Based in Columbia, Maryland, Planning Solutions Group focuses on a niche market of affluent individuals and business owners with complex financial planning needs. We allow our planners to run their business, their way. We help them attract more affluent clients, transition to fee-based financial planning, and support them with the training and resources necessary to build a practice that is rewarding, both personally and financially.
We are seeking financial advisors with 3+ years of industry experience, who are self-motivated and are looking to build their business in the affluent market. In addition to the support of LFA, Planning Solutions Group is structured with in-house support from staff members dedicated to helping you grow your business. We believe in a team-approach to financial planning, and utilize several in-house specialists in the divisions of Investments, Insurance, and Planning to help you succeed and provide the highest level of service to your clients.
If you're ready to set your sights higher, consider a career with Planning Solutions Group. The opportunities are limited only by your own initiative.
For more information and details on our company, please contact Bill Bruns at william.brunsIII@lfg.com or visit our website at www.planningsolutionsgroup.com .

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FPA of MD assumes no responsibility for the accuracy of any advertisement nor for the quality or availability of any job offer.