For over 65 years, Planned Financial Services, LLC has taken the mystery out of financial planning, providing clients with best-in-class advice and exemplary customer service. As a small business with deep ties to the Clarkston community, our people-first approach allows us to get to know each of our clients on a personal level, ensuring a financial legacy for generations to come.
We understand that making the best decisions for you, your family or your business can feel overwhelming and that financial planning isn't one size fits all. We pride ourselves on putting clients first, offering custom planning that suits their needs-not ours. Our advisors hold numerous designations that highlight our industry expertise to help you with insurance, investments, tax reduction strategies, retirement and estate planning.
We understand that making the best decisions for you, your family or your business can feel overwhelming and that financial planning isn't one size fits all. We pride ourselves on putting clients first, offering custom planning that suits their needs-not ours. Our advisors hold numerous designations that highlight our industry expertise to help you with insurance, investments, tax reduction strategies, retirement and estate planning.
Services
The team at Planned Financial Services holds numerous designations that highlight our industry expertise. Our Certified Financial Planner Practitioners(R) are well-suited to guide you with insurance, investments, tax reduction strategies, retirement and estate planning.
Our Chartered Special Needs Consultants have years of experience in working with individuals with disabilities and other special needs and their families, including a thorough understanding of Special Needs Trusts and government programs.We are known locally for servicing the financial planning needs of those who educate your children, and also for our work with local governments.
Our Chartered Special Needs Consultants have years of experience in working with individuals with disabilities and other special needs and their families, including a thorough understanding of Special Needs Trusts and government programs.We are known locally for servicing the financial planning needs of those who educate your children, and also for our work with local governments.
At heart, Deanna Olsen will always be an educator. That's how she began her professional life, and even after more than 35 years as an award-winning financial advisor, she enjoys guiding her clients and their families through their. As a Certified Financial Planner(R) and lead advisor at Planned Financial Services, LLC, Tim Martin, understands that planning for the future isn't always the easiest task.
At Planned Financial Services, we recognize that your unique financial situation, goals, dreams and even fears for tomorrow require a plan that fits you. Our Six-Step Process enables us to understand who you are and what you want, and to work with you to address your desires and develop a plan that will help get you on your way to financial security.
SpecialCareSM is a program that provides access to information, from what you need to know in order to provide the best care to your loved one, to how to manage the needs of yourself and other family members. For example, you'll learn why accepting a generous financial gift from a loving grandparent may not be in their best interest, and why disinheriting your dependent with special needs might be the right thing to do.
Financial planning revolves around a simple set of goals - most people want to educate their children, protect their family's well-being, pay less in taxes, and retire on time. A financial plan is designed to review your current financial situation and to assist you in making financial decisions related to your stated financial needs, priorities, and concerns.
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Amy Korzuck
Sep 08, 2020
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