Certified Planners Group, LLC

Personal service. Proven guidance. Built around your goals.

Certified Planners Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Retirement Planning Money Management Estate Planning

Ready when you are

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As Seen On

Trusted financial insights featured in major media.

Welcome

Certified Planners Group, LLC is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Learn more about our team Book a meeting here

We’ll Plan for the Whole Journey, Together.

Schedule with Frank Passmore

Pick a time that works.

Step 1: Discovery

Step 1

Start with your goals & values
Establish what you need from an advisor
Map out your current financial picture

Step 2: Strategy

Step 2

Evaluate what is needed to reach your goals
Review of red flags and opportunities
A strategic plan to get you where you want to go

Step 3: Implementation

Step 3

Organize accounts for goal-based investments
Complete additional planning areas
Establish our plan for communication and connection

Start By Knowing Where You Are

Knowing your Financial Profile can help you decide the next steps on your wealth journey.

Don’t know where to begin? Start by understanding where your current plan is strong and where there’s opportunity for improvement.

Schedule A Complimentary Consultation Today! View our services here

What Can You Expect?

We’ve built a custom financial planning experience that meets you where you are.

A Values-Driven Financial Strategy
Solutions for Turning Assets into Income
Confidence about Your Retirement Future
Clarity to Make Today’s Decisions

Planning

Strategy

Certified Planners Group, LLC is all about family

Helping people like you discover true financial independence has been our passion for over 30 years. We’ve built lasting relationships based on trust, transparency, and a genuine commitment to your success.

Certified Planners Group - family focused planning

Explore Resources

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Have any Question? Ask us anything, we’d love to answer!

(770) 355-9686 Contact Us

Certified Planners Group, LLC

Google Reviews

A few recent reviews from clients and families we’ve had the privilege to serve.

Click here to leave a review

      EXCELLENT  
   Based on 5 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Trent Hinsch 
 
 
 
 Trustindex verifies that the original source of the review is Google. By far the best financial planning experience ever.  Frank is an expert and does a great job of sharing it with you so you know what your money is doing.  He and Gail make you feel at home the moment you walk in.
  
 
      Posted on Google  
   
   Lyla McFarland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Frank and Gail are very personable and always put our interests first. They can be trusted to give us the best information to meet our needs.
  
 
      Posted on Google  
   
   Jack L 
 
 
 
 Trustindex verifies that the original source of the review is Google. Frank and Gail are a pleasure to know and do business with. They are both very professional, honest, and responsive, coupled with great personalities and an understanding of a client's needs/requests. I highly recommend Certified Planners Group.!
  
 
      Posted on Google  
   
   Gary Sprouse 
 
 
 
 Trustindex verifies that the original source of the review is Google. FRANK PASSMORE DOES A STELLAR JOB IN REVIEWING ALL DETAILS IN A VERY WELL INFORMATIVE  PROFESSIONAL MANNER.  HE ANSWERS ALL CONCERNS AND LETS YOU ELECT AS TO WHAT IS BEST FOR YOUR RETIREMENT.
  
 
      Posted on Google  
   
   Joseph Rach 
 
 
 
 Trustindex verifies that the original source of the review is Google. Frank Passmore and his wife Gail are very likeable and trusted professionals who take the time to explain things. We trust them with helping us make the right choices in maintaining our lifestyle and financial stability during our retirement years. The Certified Planners Group offers a broad spectrum of financial instruments that guarantee a minimum rate even during these volatile market conditions brought about by macroenvironmental issues. We have recommended Frank to many of our friends and have entrusted him with additional financial instruments rolled over from a former advisor who recently passed away. Frank has earned the Certified Financial Fiduciary designation which confirms his high moral, ethical and fiduciary standards of service. Joseph and Imy Rach
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

      EXCELLENT  
   Based on 5 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Trent Hinsch 
 
 
 
 Trustindex verifies that the original source of the review is Google. By far the best financial planning experience ever.  Frank is an expert and does a great job of sharing it with you so you know what your money is doing.  He and Gail make you feel at home the moment you walk in.
  
 
      Posted on Google  
   
   Lyla McFarland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Frank and Gail are very personable and always put our interests first. They can be trusted to give us the best information to meet our needs.
  
 
      Posted on Google  
   
   Jack L 
 
 
 
 Trustindex verifies that the original source of the review is Google. Frank and Gail are a pleasure to know and do business with. They are both very professional, honest, and responsive, coupled with great personalities and an understanding of a client's needs/requests. I highly recommend Certified Planners Group.!
  
 
      Posted on Google  
   
   Gary Sprouse 
 
 
 
 Trustindex verifies that the original source of the review is Google. FRANK PASSMORE DOES A STELLAR JOB IN REVIEWING ALL DETAILS IN A VERY WELL INFORMATIVE  PROFESSIONAL MANNER.  HE ANSWERS ALL CONCERNS AND LETS YOU ELECT AS TO WHAT IS BEST FOR YOUR RETIREMENT.
  
 
      Posted on Google  
   
   Joseph Rach 
 
 
 
 Trustindex verifies that the original source of the review is Google. Frank Passmore and his wife Gail are very likeable and trusted professionals who take the time to explain things. We trust them with helping us make the right choices in maintaining our lifestyle and financial stability during our retirement years. The Certified Planners Group offers a broad spectrum of financial instruments that guarantee a minimum rate even during these volatile market conditions brought about by macroenvironmental issues. We have recommended Frank to many of our friends and have entrusted him with additional financial instruments rolled over from a former advisor who recently passed away. Frank has earned the Certified Financial Fiduciary designation which confirms his high moral, ethical and fiduciary standards of service. Joseph and Imy Rach
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Find a Certified Planners Group, LLC Location

The place to build your future is right down the road.

Buford, Georgia

1819 Buford Hwy NE Suite #B
Buford, GA 30518

Office:

770-355-9686

Email:

PassmoreCEP@Bellsouth.net

Visit our Buford Office

See directions, details, and what to expect when you arrive.

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