PSG Clarity - A Division of PSG

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Introduction: Brian serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management. The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners. In his 14th year as of January in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of Total Compensation: A Practical Guide to Federal Employee Benefits which is available on Amazon.com & Amazon Kindle. In 2015 he released the book The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions. He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, HuffingtonPost, & Fedsmith.com among others. He has appeared in financial planning news articles at Whats Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, & on Michael Hodes Estate & Chris Hensleys Retirement Planning radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore. He is the host of the bi-weekly TV show Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD. Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is a member of the Maryland Financial Planning Association & participates on their PR committee. , & is on the marketing committee of the West County Chamber of Commerce. His profile as a financial planner is featured at wiseradvisor.com, the CFP boards letsmakeaplan.org site, nerdwallet.com, Guidevine.com, SaplingAdvisory.com & Brightscope.com. He has been interviewed as a featured author at Businessinfoguide.com. He was named a 5 Star Wealth Manager for 2015. He is a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD. Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC I really enjoy helping people map out the rest of their lives. We talk about goals, concerns, risks, ideas, and do a lot of numbercrunching. I try to exclusively help people who do NOT feel wealthy so as to develop a niche in the intimidating "wealth manangement" industry. Let me know how I can help you.

Overview

Hired 3 times

25 employees

23 years in business

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Reviews

5.0

1 review

100%

Jasmine R.

Feb 7, 2017

Hired on Thumbtack

As a college senior, money is not always spent well. Brian was truly the best and the most qualified for the job. With years of experience as well as college education, Brian knows what he is talking about. I was hesitant at first, but reading his profile makes you feel you are in good hands. You are not charged ridiculous fees, but words of wisdom. He called me and provided me with the best offers even when I felt as though I did not know what to do with my money. He helps you create a short and long term goals that you wish to accomplish. I was able to make more money in a bond investment than in my bank's CD account. We are in the process of opening a 401K and stock market for myself. Brian, thank you so much for giving confidence on my financial future! I refuse to go to someone else unless it is Brian.

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FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
The only standard nature of my pricing system is that the first conversation, and possibly further conversations, are free and without obligation. From there a variety of ways exist for us to form a business relationship. I would be happy to explain those options in person or over the phone.
What is your typical process for working with a new customer?
We arrange a time either over the phone, using a screen sharing service, or in person if you are within the area I work. There is no fee or obligation for this meeting. Basically I am applying for a job. I am applying during this meeting for the role of offering an outside perspective and support system for your goals and concerns.
What education and/or training do you have that relates to your work?
I am a CFP® CERTIFIED FINANCIAL PLANNER. I am a Chartered Life Underwriter CLU, and Certified in Long Term Care CLTC. I have 14 years experience in financial planning. I am series 7, series 66, and life & health licensed. I have authored two books on personal finance. One about federal employee benefits titled "Total Compensation: A Practical Guide to Federal Employee Benefits" and the other is titled "The Personal Finance Handbook". I have been a speaker on personal finance in a variety of settings. I write a column on personal finance for The Capital Gazette, FedSmith.com, and Credit.com. I have contributed quotes to articles for The Wall Street Journal and Yahoo Finance. I am the host of a TV show in Montgomery County MD on personal finance called Your Future Your Finances. As of 2016 I am a board member of the Financial Planning Association FPA of MD. And finally I have a B.S in Business Administration with a Concentration in Finance and Minor in English from Towson University.