Precision Planning Financial Group, LLC

Welcome to Precision Planning Financial Group: **Who We Are:** We are a team of experienced financial professionals with a strong commitment to trust and a focus on securing your financial future, our reliability sets us apart in the financial world. **Our Approach:** Our approach is comprehensive and tailored to meet the unique needs of individuals, families, and businesses. We believe in creating financial strategies that provide peace of mind and address all aspects of your financial well-being. **What We Stand For:** - **Transparency at the Core:** Transparency is a fundamental value at Precision Planning Financial Group. We are committed to open and honest communication, ensuring you have a clear understanding of your financial choices. - **Unwavering Integrity:** Our commitment to integrity is unwavering. We always prioritize your best interests and provide recommendations based solely on what is best for you and your financial future. **Our Services:** Our Services include tailored solutions for personal, family, and business financial planning. We provide customized solutions to help you achieve your goals and understand the importance of securing your future. **Let's Connect:** At Precision Planning Financial Group, we believe in building strong relationships with our clients. We invite you to connect with us, ask questions, and embark on a journey towards financial empowerment. Join us in creating a secure and prosperous tomorrow through Clarity, Simplicity, and Integrity. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Website

www.precisionplanningfg.com

External link for Precision Planning Financial Group, LLC

Industry

Financial Services

Company size

2-10 employees

Headquarters

Pasadena, California

Type

Self-Employed

Founded

2022

Specialties

Financial Planning, Investment Management, Business Planning, Retirement Planning, Education Planning, Risk Management, Business Succession Planning, Insurance Planning, Charitable Planning, Executive Benefits, Stock Options & Restricted Stock Analysis, Estate & Tax Planning, Behavioral Coaching, Goals-Based Planning, Alternative Investments, Generational Wealth, and Behavioral Finance