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    • A FEW WORDS ABOUT US

      We here at Certified Planners Group, LLC specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      AT WHAT AGE SHOULD YOU PURCHASE AN INDEXED ANNUITY?

      The great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages. However, there are a few rules of thumb to follow when thinking about purchasing a fixed indexed annuity. Of course, always speak with your [...]

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      2 Huge Things People Get Wrong About Retirement

      So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in retirement than it was when they were working, according to a recent survey by Nationwide. The cause may be mismatched expectations. Pre-retirees tend to overestimate two factors that will be [...]

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      Retirement in 2017: 5 Stats Everyone Should Know

      Here's the state of retirement saving in the U.S., and what to do if you need to catch up. If you read the financial news often, you may have heard about the "retirement crisis" many Americans are facing. While it's true that the average American doesn't save nearly enough for retirement, the good [...]

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    • IRA BLOG

      Penalty-Free Retirement Account Distributions Now Available to Hurricane Victims

      Millions of Americans were affected by Hurricanes Harvey, Irma, and Maria. You may be one of them. If you are, there is some encouraging news. On September 29, President Trump signed H.R. 3823, the “Disaster Tax Relief and Airport and Airway Extension Act of 2017” into law. The new law provides [...]

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      Are You Over 70.5 Years Old and Still Working? Understand Your Options With RMDs: This Week’s Q&A

      This week's Slott Report Mailbag examines RMDs when you are still working past 70.5 years old and inheriting multiple IRAs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have read some of your [...]

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      A Tale of 3 Cousins and Their Inherited 401(k) Plans

      This is the story of Al, Bob and Carl. Each cousin is the non-spouse beneficiary of his father’s 401(k) plan. Their fathers worked together at the local automotive factory for their entire lives and were all covered by the same plan. The default distribution option in the plan for non-spouse [...]

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