For over 65 years, Planned Financial Services, LLC has focused on taking the mystery out of financial planning, providing clients with best-in-class advice and exemplary customer service. As a small business with deep ties to the Clarkston community, our people-first approach allows us to get to know each of our clients on a personal level, ensuring a financial legacy for generations to come.
We understand that making the best decisions for you, your family or your business can feel overwhelming and that financial strategies and custom financial planning isn’t one size fits all. We pride ourselves on putting clients first, offering custom planning that suits their needs—not ours.
Our financial professionals hold numerous designations that highlight our industry expertise to help you with insurance, investments, tax reduction strategies, retirement and estate planning. Our financial professionals have years of experience in working with individuals with disabilities and other special needs and their families—including a thorough understanding of Special Needs Trusts and government programs.
Let us take the guesswork out of your finances and put you on the path toward financial security.
"We empower individual, families and business owners in our community to build and realize their lifelong financial goals."