Managing money is a bit of an art, and most people aren’t taught how to do it well on their own. That’s where the right financial advisor can bring clarity, confidence, and a more seamless experience to managing your finances.
It’s been a privilege to be part of your financial journey. If someone in your life comes to mind who could use thoughtful, personalized guidance, we’d be honored to support them too.
Many of the people we work with found us through a simple introduction from someone they trust. It’s how we’ve grown, and it’s something we never take for granted.
Who We Help
At Premier Planning Group, we tend to work best with people who are approaching retirement (or already there) and want a clearer, more coordinated plan for what comes next.
Many of our clients have done a good job saving over the years, but they reach a point where the questions become more complex:
- How do I turn what I’ve saved into reliable income?
- Am I taking on more risk than I need to at this stage?
- How do taxes, healthcare, and market changes factor into my plan?
That’s where we come in—not just to manage investments, but to help simplify decisions and bring everything together into a strategy that fits their life.
We also find that our best client relationships are with people who are open, curious, and value having a trusted professional to talk things through with, whether that’s a major life decision or a simple question along the way.
If someone you know is nearing retirement and could benefit from a more thoughtful, coordinated approach, our team would be glad to have a conversation.
How Potential Clients Decide Whether We’re the Firm for Them
Choosing a financial advisor is an intensely personal decision. Our clients trust us with their hard-earned money, and we don’t take that trust lightly.
We want potential clients to have a chance to get to know us in a relaxed, no-obligation consultation. That’s why we offer a complimentary 30-minute Q&A session for those considering working with our financial advisors.
Potential clients don’t have to do anything to prepare for the call, but we generally suggest jotting down any specific questions they have. During a typical introductory call, we’ll discuss the following:
Specific Financial Questions
Each introductory call is tailored to the individual we’re talking to, and we often take an in-depth look at their financial questions.
Worries About the Financial Future
Our financial advisors always want to know a new client’s worries, so we can address those fears while creating a custom financial plan.
Investment Goals and Concerns
A solid investment strategy is an essential element of any retirement plan. Once we have a sense of a would-be client’s investment goals, we can start formulating a strategy that works for them.
Know Someone Who Could Benefit From a Financial Advisor?
Our goal at Premier Planning Group is simple: help more people feel confident and in control of their retirement through a plan that fits their life. And honestly, some of our favorite clients come from people like you.
If someone in your world could use a smart, down-to-earth financial advisor, we’d love to meet them. A quick introduction can go a long way.
And of course, if you want to revisit your strategy, ask a question, or check a decision, our financial advisors are always here to support you.
Call our office at (443) 837-2520 or email my executive assistant, Talia Grover, at taliagrover@premierplanninggroup.com to set up a complimentary consultation.
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 building long-lasting relationships with their clients. As a result, Brion has been the recipient of the #1 Advisor Leadership Award* at Summit Brokerage Services for eight years running.
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 while at Summit Brokerage Services, Inc. Brion Harris received the award in 2014, 2015, 2016, 2017, 2018, 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.