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By using Schwab as primary custodian, Planned Security Advisors has access to a wide range of products and services that help us serve our clients, including:
• Full range of investment products and trading services
• Technology and service support
• Wide array of investment account types including retirement accounts, charitable giving, and education accounts
• Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
• Separately managed account services for those who want to leverage the expertise of institutional-
caliber money managers who specialize in particular investment styles.
• Technology and service support so investors can access all their accounts online and view positions,
balances and account histories in one place.
The estate planning attorneys at Fabian Vancott are well-versed in all aspects of the estate planning process. Fabian Vancott utilizes a team approach to ensure that our clients receive the best and most comprehensive services for their family dynamics and unique estate. From basic estate plans for clients with simple needs to comprehensive estate and business succession planning for clients with the most sophisticated needs, our team has the experience to help you leave a wise legacy that will be a gift to future generations.
Fabian Vancott also stays involved with clients throughout their lifetimes and continue to assist family members after a death. The team at Fabian Vancott appreciate and utilize this team approach both within our firm, and with our strategic partner, Planned Security Advisors LLC, who shares our vision.
Teuscher Walpole has had a successful business relationship with Ron Mills at Planned Security Advisors LLC over the last 30+ years. Many clients and friends have benefited from Ron’s expertise and willingness to work hard and be creative.
Teuscher Walpole, LLC is a trusted and experienced team of certified public accountants committed to delivering outstanding financial, tax, and advisory services, including tax planning, compliance, small business solutions, merger and acquisition, audit, estate planning, and trust work.
The team at Teuscher Walpole has worked closely with Ron Mills in many circumstances to bring successful solutions to a wide variety of clients. With extensive experience and dedication to excellence, you can rely on Teuscher Walpole LLC to provide you with guidance and personalized solutions tailored to your specific needs, ensuring your financial success and growth.
GeoWealth believes that excellence in an investment management firm begins with its people. Investment professionals should be knowledgeable, experienced, and well- credentialed. They are committed to training a strong bench of junior talent and structured to promote objectivity and debate.
The GeoWealth investment team is highly qualified and comprised of members with diverse backgrounds. GeoWealth has a combined experience of over 130 years and an average of 15 years industry experience. The team holds two CFAs, two Master’s in Mathematics, a Master’s in Finance, and one MBA.
The investment committee meets formally on a quarterly basis and has monthly communication. Its members interact informally and work on projects together between meetings. The committee votes on decisions affecting the composition of, and changes in, our portfolios.
Kent Brown, at Strong & Hanni, is a dynamic business planning, estate planning, and asset protection planning attorney. Kent brings his legal prowess to the forefront in working with clients to achieve peace of mind.
Collaborating seamlessly with Ron, Kent and Ron meticulously coordinate legal services and financial strategies, seamlessly integrating them into a comprehensive personal estate plan. Together, they ensure their clients’ assets are safeguarded and their estates are structured to withstand the test of time.
The Orion OCIO team works exclusively with a select group of financial advisors, helping them deliver personalized investment solutions to their clients. Orion OCIO is a subsidiary of Orion Advisor Solutions, the premier provider of wealthtech solutions. Orion boasts:
Orion OCIO offers advanced portfolio audit tools that assess the strengths and weaknesses of your current portfolio. These tools provide valuable insights and recommend solutions to enhance your investment strategy, ultimately designed to help improve your financial
outcomes.
By partnering with Orion OCIO, Planned Security Advisors LLC can concentrate more on understanding your unique financial goals. This focus allows our team to tailor our advice to your needs, ensuring that your financial plan remains personalized and effective.
Our partner at LifePro, Kyle Tamko, brings a wealth of expertise to his work in the financial services industry. With over a decade of experience, he specializes in retirement income planning, utilizing instruments such as indexed universal life and fixed indexed annuities to safeguard clients’ financial futures.
Kyle has been meticulously analyzing life insurance and annuity products, ensuring that his clients receive the most up-to-date and tailored advice. Passionate about helping clients achieve their financial goals, Kyle employs thoughtful, well-balanced strategies involving risk and tax diversification. With his dedication and expertise, Kyle is committed to guiding clients towards financial security and success.
Stay connected with us and let’s hear more stories about our goals for you at Planned Security Advisors LLC
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