Planning Works Inc. Information

PlanningWorks delivers personalized investment advice through an extensive financial planning and investment strategy process designed to help clients assess their current financial situation, analyze their life goals and implement sound, long-term strategies. Investment Advisory services offered through, Planning Works Advisory Inc. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Planning Works Advisory Inc., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities. A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, GA, IL, OH, PA, SC, TN and TX. If your resident state is not listed, please contact us at operations@planningworksinc.com. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.