Executive Planning Group - A Division of Wienken and Associates - Harrisburg, Pennsylvania

Balancing Your Personal and Financial Goals

A financial plan in concert with advice from a team of your advisors will address your broad accumulation, preservation and wealth transfer needs while respecting your desire to maintain your accustomed lifestyle. A comprehensive financial plan focuses on your big picture in the long-term, plotting a course to help manage life events such as retirement, charitable giving and estate planning. It examines every element of your financial situation:

  • Cash flow and debt management
  • Risk management
  • Asset accumulation and preservation
  • Retirement planning
  • Education funding
  • Charitable giving
  • Estate planning and transfer

While our client's needs are very diverse, EPG focuses on the unique needs of business owners, physicians, and executives.

Business Owners

Executives

 Website CRN201903-226259



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Executive Planning Group: Client Focus

Securities, investment advisory, and financial planning services offered through qualified registered representatives of
MML Investors Services, LLC., member SIPC (www.sipc.org), 5001 Louise Drive - Suite 300 - Mechanicsburg PA 17055, Tel: (717) 791-3300

The Executive Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Check the background of MML Investors Services, LLC on FINRA's BrokerCheck.


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