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Who We Serve and What We Do Best

Who We Serve and What We Do Best

| January 13, 2023
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“There are dreamers and there are planners; the planners make their dreams come true.” This quote summarizes one of our core beliefs as financial and wealth advisors: a good plan can help make your dreams come true. Most of us plan for lots of things, both big and small—our vacations, holidays, special events, weekly or monthly calendars, and even our meals. It’s easy to get so caught up in the day-to-day planning and focus only on what’s in front of us that we forget to do some of the big-picture planning, such as college, estate, or retirement planning. 

At Premier Planning Group, we make it our commitment to support and guide you through all your financial planning decisions so your vision of the future becomes a reality. Read on to learn more about who we serve and what we do best.  

Who We Serve

Premier Planning Group was founded in 2001 by myself and my father, Dan Harris, when we realized there was a need in our community of Annapolis, MD, for objective and honest financial and retirement planning advice. But we didn’t want to just provide the standard advice in the usual way; we wanted to think outside the box and deliver an exceptional customer experience to our clients. 

Our mission is to assist our clients in every aspect of their financial lives, providing comprehensive and personal services. While we have a lot of experience working with federal employees and are familiar with TSP, FERS, and federal pension plans, our clients may come from all walks of life. Typically, they are nearing or in retirement and are looking to protect and maximize their resources for this stage of life. 

Regardless of who we serve, we always put the client first. We understand that it’s not easy to find someone you can trust, especially when it comes to managing your finances. That’s why we treat our clients like family and establish long-lasting relationships built over time. Whether it’s providing smart investment advice, an educational seminar, a holiday party, or a deep-sea fishing trip, we hope our clients feel heard and understood because we want them to have confidence in us and in their financial plan. 

What We Do Best

Our unique process is designed to give our clients a sense of clarity, confidence, and capability regarding their future. When we work with clients, we start by getting to know them and their personal situation first, their goals, dreams, priorities, and risk tolerance. Then we like to educate them on their current financial situation so they have a better understanding and can be empowered to make wiser decisions about their future. This can be summarized by our “we guide, you decide” approach, where we provide our knowledgeable recommendations and create a plan that will help you reach your financial goals. Once you have all the information, you can make an informed decision and we put your plan into action. From there, we monitor your wealth management “road map” and provide continued education along the way. 

Our services include providing advice in the areas of investments, insurance, and financial planning, as well as tax strategy planning. This is different from what a CPA does because we educate our clients on how to think about taxes over the long haul, not just within a single year. Our Social Security Max analysis is also something we feel sets us apart from other advisors who don’t do anything like this. Additionally, our team of outstanding advisors specializes in variable annuities, alternative investments, life insurance, and more. Due to our long-standing commitment to the community and the relationships we’ve built with other vendors, we can provide our clients with referrals for legal, accounting, and mortgage support. Ultimately, our services and our process is designed to simplify the complex world of financial planning so our clients can feel empowered and confident in their financial future. 

Are You Ready for a Different Kind of Financial Plan?

You’ve worked hard your whole life. You deserve to enjoy your retirement years free of worry or stress about finances. At Premier Planning Group, we help you create a financial plan you can feel confident about and that will help you pursue your retirement dreams. 

Start your financial planning journey with us today by calling our office at (443) 837-2520 or emailing my executive assistant, Talia Grover, at taliagrover@premierplanninggroup.com to set up a complimentary consultation. We look forward to hearing from you!

About Brion

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.

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