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Our Process

Premier Planning Group was founded in 2001 with the goal of giving the Annapolis community a financial services firm that offered unique, unbiased, and honest advice on financial and retirement planning. In the past two decades, we've perfected this goal with our client-first approach.

1. Thank You For Considering Premier Planning Group As Your Financial Team

First and foremost, we want to thank you for choosing to begin your financial and/or retirement planning with us. We know there's a lot of financial advisors out there and are honored that you are putting your trust in us for your financial future.


2. Learn About Us

The first step in our process is to learn about us at Premier Planning Group - who we are, what we do, and what we can do for you. Our mission statement - Always put the client first! - is what we stand for and from step one in our financial journey together, want you to know that we are here to serve you.

3. Learn About You

Once you've chosen us, we're excited to get to know you. Your comfort, needs, and goals are our top priorities. We know how important it is to feel heard and understood, so we are always making sure our clients feel that way from day one with us to 20 years later.

4. Make a Plan and Build a Relationship

We take your needs and goals, our team's expertise, and create a customized plan to fit your individual needs.


5. Maintain Our Relationship

When you become a client - you also become a member of the PPG family. Therefore, we want to see you and check in on how you're feeling. Someone on our team is always only a phone call or appointment away to answer any questions or address any concerns. It's also important to have fun, which is why we're throwing client appreciation events all year long!

6. Continue To Learn

For a good client to become great - they need to be educated on the right investment options and the best financial path for them. This is why we're taking every opportunity we can to teach our clients about current trends and financial options.