The mission of Wealth Planning Group is to help protect and grow the wealth of our clients through building a trusted personal relationship with each client, and by providing independent, impartial advice unique to each client's circumstances.
Knowledge, Experience, & Reach
Our extensive experience working directly with clients allows for valuable insight to guide clients through the many situations and economic environments.
Unbiased Advice
Wealth Planning Group is an independently owned firm with no allegiance to anyone but our clients. We are not required to promote products or services. Our advice is totally focused on you, our client.
Approach to Investing
Wealth Planning Group believes in a disciplined, conservative, balanced approach to achieving financial independence for our clients. Meet with us to evaluate your current portfolio and create a plan to address your financial needs.
Planning is bringing the
future into the present...
so that you can do something about it now.
Interested in Seeing What We Could Do For You?
Contact Us Today!Looking for a part-time or full-time career in the financial services industry (or know anyone who would be great in our field)?
Feel free to contact Justin Savich to plan a time to talk about possibly working with Wealth Planning Group.
Call (219) 712-3503 or Email justin@wealthplanninggroup.org