'We wanted to provide a service to all households who strive to accomplish their financial goals, not just the wealthy.' - Robert Carson, MBA Managing Partner
Fulton, MD (PRWEB) July 30, 2014
PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hardworking Americans who have been underserved by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets rather than above it, Brian Kuhn and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.
Wealth management services are typically only offered to high net worth individuals or HNWIs. Recent reports indicate that only 4 million Americans qualify as HNWIs, less than 2 percent of the nation's population.
The Clarity team found over the years that not everyone needs planning strategies that are complicated for the sake of complication. Some households need and want efficient guidance to get organized and get on the right track. Clarity offers workplace financial wellness programs and video meetings to keep the clients and planners from spending too much time traveling between appointments. "Whatever we can do to help people believe their goals are attainable and spend more time focusing on their family, work, and lifestyle rather than the uncertainty of their future," financial planner Brian Kuhn says.
PSG Clarity is available at http://www.psgclarity.com, Info(at)psgclarity(dot)com, or 301-543-6035.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits”, has contributed articles to MarylandBankingBlog.com, and Fedsmith.com. He has been quoted or appeared on financial planning news articles at Dailyfinance.com, thestreet.com and Foxbusiness.com, What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes Estate Planning radio show.He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66 registrations.Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is member of the Maryland Financial Planning Association and participates on their communications committee, and is on the marketing committee of the West County Chamber of Commerce. Through the FPA’s speaker’s bureau he spoke in 2014 on federal employee benefits to the organization’s members and also at the Library of Congress for federal employees. He has been an available speaker for organizations through the non-profit organization The Society for Financial Awareness which conducts free financial wellness campaigns. Recently he also participated in the Maryland FPA’s Money Power Day in Baltimore MD by offering pro bono one on one planning sessions.His profile as a financial planner is featured at wiseradvisor.com, the CFP board’s letsmakeaplan.org site, and Brightscope.com. He has been interviewed as a featured author at Businessinfoguide.com. Brian graduated from Towson University with a B.S. in Business Administration and a minor in English. He lives with his wife Merin and their daughters, Charlotte and Caroline in Odenton, MD.
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.
