When working with Minder Planning Group you can be assured that our goals are your goals. We are an independent, fee-based investment advisory firm. What does this mean? We work directly for you the client. We are do not work for a bank, insurance company or Wall Street firm. We are compensated for what we do, not by what product we sell.At Minder Planning Group it is our job to provide actionable advice for your goals. We act as your investment advisor, money coach and sometimes your financial therapist.Minder Planning Group is a comprehensive investment management firm offering the following: Investment Management, Financial Planning, Retirement Planning, Individual Retirement Plan Management and Corporate Retirement Plan Management. Our Commitment to our clients is that we will treat our clients with courtesy and integrity. We will unbiased advice and opinions to your goals. We will fully disclose and manage unavoidable conflicts in the clients favor.
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