How many items are on your to-do list right now? Life can get busy trying to juggle family, friends, work, health, and everything else you give your time to. It can feel overwhelming to add one more thing to the list. While money might not be at the top of your list—or even on the list at all—it should still be a top priority in your life.
Whether we like it or not, money affects every part of life, so it’s important to be intentional with how we manage our finances. Money can provide the resources and stability that positively impact the things that matter most to us. However, because of its far-reaching impact, managing money often leads to stress and worry. That’s where the services of a financial advisor can be helpful. A financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel, so it’s important to choose wisely.
A Relationship Based on Trust
But how do you find an advisor you can trust and one you’ll want to work with for the long haul? We at Premier Planning Group understand this can be an intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let us in on their financial journey.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. As an integral part of our continued growth, your referrals are the highest compliment.
The Premier Planning Group Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe this is due to a few reasons that make us unique:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to form long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the financial service resources and continuous management necessary to keep you working toward your goals.
- A dedicated team. With a diverse team of seasoned professionals who maintain a high-touch and personalized experience, we strive to help our clients simplify complex decisions about their money. We hope you feel more confident as you navigate life’s challenges and planning opportunities with a dedicated team on your side.
The People We Serve Best
We at Premier Planning Group desire to partner with you and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people whom we believe we can best serve, including individuals and families who are close to retirement or in the early stages of retirement. While they may come from a variety of backgrounds and professions, our clients want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each client as well as their loved ones—and take these financial matters off their already full plate! When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client of our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can call our office at (443) 837-2520 or email my executive assistant, Talia Grover, at firstname.lastname@example.org to set up a complimentary consultation. We appreciate your business!
Brion Harris is the CEO, founder, and managing partner of Premier Planning Group, an independent financial firm specializing in working with pre-retirees and retirees, helping them create customized wealth preservation and retirement distribution strategies. With over 20 years of experience, Brion has developed deep knowledge and skill in helping his clients simplify their finances and find confidence in their financial future. Brion and the Premier Planning team are known for their unparalleled client service and their dedication to building long-lasting relationships with their clients. As a result, Brion has been the recipient of the #1 Advisor Leadership Award* at Summit for seven years running and has a reputation as one of the top retirement advisors in the business.
Brion is a proud 20-year resident of the Annapolis community, where he resides with his wife, Elizabeth, their three children, Addison, Jay, and Scarlett, and their two dogs, Pepper and Coco. When he’s not working, you can find him boating, skiing, traveling, and enjoying good food and music with his family. If you want to learn more about Brion, connect with him on LinkedIn.
The #1 Advisor and Leadership award is based on production data and is awarded by the Summit Financial Networks region of Cetera Advisor Networks LLC. Brion Harris received the award in 2019, 2020, and 2021. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
The #1 Advisor and Leadership award was based on production data while at Summit Brokerage Services, Inc. Brion Harris received the award in 2015, 2016, 2017, and 2018. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.