PlanIT Group LLC Competitors

PM Solutions is a project management solutions and consulting firm that helps PMO, project, and business leaders apply project and portfolio management process practices that drive performance and operational efficiency. Comprehensive offerings include PMO transformation, project portfolio management process improvement, program and project management resources, and corporate training and competency development delivered through our training division, PM College®. Founded in 1996 by J. Kent Crawford, PMP, the former president and chair of the Project Management Institute (PMI®), PM Solutions delivers expert project management solutions and services to help organizations and their people perform to maximum potential.

We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.