Premier Planning Group

At Premier Planning Group, we believe that everyone deserves to live their best life, financially free and secure. That's why we're dedicated to providing personalized financial guidance and planning to help you achieve your goals. Our team of experienced advisors and financial professionals is committed to putting your needs first, always.

Our Story

Our story began in 2001 when our founder, Brion Harris, co-founded the company with his father, Dan. With a shared mantra of "always put the client first, " we set out to create a space where individuals could receive objective, trustworthy, and honest financial advice. Today, Premier Planning Group has grown to become a leading financial firm, serving clients across the country.

Our Services

We understand that each client is unique, with their own financial goals and aspirations. That's why we offer a range of services designed to help you achieve your financial objectives. Our services include:

Lifetime Wealth Management

From accumulation to distribution and everything in between, we guide you through every aspect of your financial journey.

Tax Planning

We use our tax-efficient strategies to help you keep more of your hard-earned wealth.

Retirement Planning

Our dynamic approach helps individuals maximize their retirement accounts so that they can get the most out of their assets.

Elder Care Planning

We work closely with experienced Elder Care Planning Attorneys to ensure we take the necessary steps to preserve your family's wealth.

Customized Solutions for Federal Employees

We help federal employees navigate their unique financial circumstances, ensuring they maximize their benefits and secure a fulfilling retirement.

Giving Back

At Premier Planning Group, we believe in giving back to our community. We partner with local charities and organizations to make a positive impact on the lives of those around us.

Our Team

Our team consists of dedicated advisors and staff who share a common goal: to always put the client first. We're committed to serving you with honesty, transparency, and expertise.

Our Process

We don't just offer financial advice - we take the time to understand your goals, values, and financial situation. Our process is designed to empower you, providing you with the clarity and confidence you need to make informed decisions about your financial future.

Giving Back

Premier Planning Group is committed to giving back to our community. We believe in supporting local charities, organizations, and initiatives that align with our values and mission.

Get Started

Are you ready to take control of your financial future? Schedule an introductory phone call today to start the conversation.