• Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning. 

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • Welcome to Certified Planners Group, LLC

  • A FEW WORDS ABOUT US

    We here at Certified Planners Group, LLC specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

  • Weekly Newsletter

    A RETIREMENT RECIPE TO TRY THIS HOLIDAY SEASON

    A RETIREMENT RECIPE TO TRY THIS HOLIDAY SEASON   This Holiday Season, consider throwing a new recipe onto your menu. Ingredients like contributions to an employer sponsored 401(k) program or to fixed indexed annuities can create a ...

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    10 Common Spending Regrets

    10 Common Spending Regrets   Time-shares The time-share industry, known for its seductive marketing practices, plays on people's fantasies of owning property in popular vacation areas and being able to travel the world by simply swapping ...

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    TEACHER’S RETIREMENT Q&A W/ IALC EXPERT

    TEACHER’S RETIREMENT Q&A W/ IALC EXPERT   With the school year in full swing, it’s a good time for teachers to revisit their own long-term plan and consider preparation for when they are no longer lesson planning. Checking up on your...

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    Q&A WITH RETIREMENT EXPERT TOM HEGNA

    Q&A WITH RETIREMENT EXPERT TOM HEGNA   We recently interviewed retirement expert, Tom Hegna, and asked him some of the most commonly posed retirement questions. Here’s what he had to say. WHAT IS THE MOST IMPORTANT THING TO CONSIDER ...

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