About Us

Comprehensive Planning

Comprehensive Planning


Working with the correct financial professional is one of the most meaningful decisions you will ever make.   At Modern Planning Group, LLC we believe in a goal based approach focusing on organization and transparency.


  1. Financial Organization
    1. Our shared goal is to help organize your financial life, this is accomplished utilizing modern technology
      1. Asset-Map – allows us to organize and analyze your current financial holdings and goals
      2. Modern Wealth Manager – allows you to keep track of your financial success in real-time


  1. Understanding your financial goals and concerns
    1. Understanding your financial goals and concerns is our priority.  We will review your goals and concerns with this framework.
      1. Risk ManagementThe what if’s; Loss of life, income or ability to care for your-self. Are your assets and income covered for accidents or unexpected lawsuits?
      2. Retirement Planning - Review retirement date, income goals & current plan
      3. Investment PlanningLiquidity, risk tolerance, tEquitabletion & asset allocation
      4. Tax PlanningHarvesting, retirement plan contributions & income distribution
      5. Estate Planning & SettlementManaging probate, wills, trusts & legacy/inheritance
      6. Family Financial Planning -  Understanding your role in caring for loved ones


  1. Financial Assessment & Recommendations
    1. After having a full understanding of your goals and concerns, we will analyze your financial situation and provide an assessment.
      1. Determine if you are on course to meet your goals
      2. Recommend options to modify or stay the course


  1. Ongoing Relationship
    1. Schedule 90 day follow up phone call
    2. Schedule annual review meeting
    3. Please don’t keep us a secret, the greatest compliment we receive are introductions to friends and family
    4. Education events
    5. Local business gatherings
      1. Would you be interested in attending educational or business events?


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Modern Planning Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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