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Products & Services |
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At Premier Planning Group, we provide assistance in the following areas: |
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Government Securities
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Traditional IRA
- Treasury Notes
- Variable Annuities
- 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
- Disability Income
- Life Insurance
- Long Term Care
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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. |
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115 West Street (Suite 200) Annapolis, MD 21401
Phone: (443) 221-4011 Fax: (443) 216-9515 Email: danwharris@premierplanninggroup.com
*Investments and advisory services offered through representatives of Lincoln
Financial Securities, Member SIPC. Investments
offered 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 and WV Advisory services offered to residents of MD, VA and NC. Lincoln Financial
Securities and Premier Planning Group are not affiliated.
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