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!

Contact Us

Learning Center

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

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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Meet Our Team

Mikiel Featherston

Founder | CEO

Tim Sittler, CFP®, CAIA

Principal | Director of Wealth Advisory

Renee C. Harvey

Chief Operating Officer

Lindsey McCasland

Director of Operations and Marketing

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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