Wealth Management Services

Minder Planning Group partners with clients and works on developing life plans to reach their goals using various savings vehicles and investments. 

We work best with individuals and families that are seeking a partnership with an advisor in planning for what is important to them and seeking solid solutions that can assist in the success in life.  Our role is to make you the client successful.

Services Available: 

  • Investment Management
  • Retirement Planning
  • Income Planning
  • College Planning
  • Budget Planning
  •  Insurance Planning

Product Solutions Available:

  • IRA
  • Rollover IRA    
  • Brokerage Accounts
  • Bonds
  • Mutual Funds
  • ETF
  • 529 Plans
  • Stocks
  •  No Load Annuities