The Planning Group

The Planning Group Our goal is to help you and your family manage your investments and financial matters in a highly confidential and personalized manner. are not affiliated.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Planning Group, Inc.

Thank you for following us on Facebook and being part of our community. We're closing this page, but we'd love to stay c...
10/09/2026

Thank you for following us on Facebook and being part of our community. We're closing this page, but we'd love to stay connected.

Please follow us for our latest news on LinkedIn https://www.linkedin.com/company/the-planning-group-llc

We appreciate your support and look forward to seeing you there.

The Planning Group | 39 followers on LinkedIn. At the Planning Group, we have been providing high quality, objective, personalized financial advice since 1976. We understand that every facet of your life has a financial consequence. We will be your partners, counselors, and support system to address...

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
03/24/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
03/22/2026

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

Over age 50? You may be able to catch-up on retirement.
03/19/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Your credit score may impact what you pay for auto and home insurance.
03/17/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Never get stuck with the check again after watching this.
03/15/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
03/12/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
03/10/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
03/08/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Preparation can sometimes be all you need to make the impossible, possible.
03/05/2026

Preparation can sometimes be all you need to make the impossible, possible.

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

Address

Northfield, IL
60093

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18474419400

Website

Alerts

Be the first to know and let us send you an email when The Planning Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Planning Group:

Shortcuts

Share

Category