PLG Planning LLC

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Located in Grand Rapids, MI, Zhang Financial is a fee-only wealth management group. As a proud member of the National Association of Personal Financial Advisors (NAPFA), we uphold a fiduciary standard, offer customized and unbiased financial advice, unsurpassed products, and first class service. Our services include asset management, 401k and pension rollovers and tax and estate planning. Our advisory team holds the most prestigious designations and credentials in the industry, and consists of Certified Financial Planners, a Certified Public Accountant, and an attorney.

High-net-worth investors face a world of unique needs and opportunities to navigate while creating your vision, goals and priorities. A trusted financial advisor can help you make the right decisions that secure your path along the way. We're also highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help ensure success along your financial journey. From estate planning to charitable giving, gain the key tools, guidance and resources needed to grow your wealth and protect your legacy.