Products & Services

At Premier Planning Group, we provide assistance in the following areas:

Offererd through Lincoln Financial Securities Corporation
Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Planning
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Offered through Premier Planning Group

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.


115 West Street (Suite 200) Annapolis, MD 21401
Phone: 443.221.4011   Fax: 410.216.9515   Email: danwharris@premierplanninggroup.com
*Investments are offered through representatives of Lincoln Financial Securities Corporation, Member SIPC, to residents of AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, VI, WA, WI & WV. Advisory services are offered to residents of the states of MD, VA & NC through representatives of Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance & annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and Premier Planning Group are not affiliated.