Financial Advisor | PlanningWorks

Financial Planning

Effective solutions for every stage of life and business.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

The "Planning Works" Process

It all begins with a conversation. We emphasize hearing our clients, asking the right questions, and identifying the purposes for engagement with our team. By identifying and prioritizing needs, goals and aspirations, we are better able to manage assets, liabilities, and risks, to position your financial resources appropriately for your unique financial circumstances.

Plan Prudently

Plan for the worst, prepare for the best, adjust to life's curve balls. Maximize flexibility to make decisions on your terms.

Tailor Investments

Customize investment portfolios for your unique needs, account types, and tax situations.

Manage Risk

Recognize gaps and blind spots in your plans beyond the scope of portfolio risk. Evaluate and propose solutions.

Who We Are

Planning Works is a wealth strategy group who guides and supports clients through their financial journey. Our commitment is to protect and enchance our clients' financial quality of life.

Planning First because Planning Works!

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Meet Our Team

Lindsey McCasland

Director of Operations and Marketing

Mikiel Featherston

Founder | CEO

Renee C. Harvey

Chief Operating Officer

Tim Sittler, CFP®, CAIA

Principal | Director of Wealth Advisory

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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