The Financial Planning Group is an independent financial services firm with a simple business philosophy — Combine Expert Financial Advice with The Golden Rule. Established in 2009 and Guided by Life’s Golden Principal, Founder and President Jon Monsour is committed to treat others in the same way we ourselves would like to be treated.
“As clients of this firm, you will have access to a qualified advisor to help you through the maze of investing and financial planning strategies and you will be treated in the same way that we ourselves would like to be treated — we guarantee it.”
Our Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
Jon Monsour
Founder
Interesting fact about me: As a youngster, I spend time as a bat boy for the Atlanta Braves. My favorite players were Bob Horner and Dale Murphy.
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Mandy Monsour
Head of Client Relations
Start a conversation with us today and let us earn your trust. We will do everything we can to provide you with a great experience.
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Bernard Crotty
Tax Advice
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