Skip to main content

The Planners Professional Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
  •  
  •  
  •  
  •  
  •  

The Planners Professional Services, Inc.

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Financial Calculators
    • Research Publications
    • Video Library
  • Blog
  • Contact

    You are here

  1. Home
  2. About

About

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

The Planners Professional Services, Inc. does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

Contact us

The Planners Financial Services is an independent firm offering securities through Summit Brokerage Services, Inc., Member FINRA, SIPC.  Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser.  Advisory services offered separately through The Planners Professional Service, Inc., a Registered Investment Advisor.

This site is published for residents of the United States only. Registered Representatives of Summit Brokerage Services Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Summit Brokerage site at www.summitbrokerage.com

Disclosure of Order Routing Information | Privacy Policy | Business Continuity | Important Disclosures

© 2019 The Planners Professional Services, Inc.. All rights reserved.

Website Design For Financial Services Professionals