As the principals of Generations Planning Group, LLC, we are unique in that we use a team approach and combine our knowledge and wisdom to provide thoroughly competent service to our clients. We help our clients look at all areas of their financial lives that are critically important to them that other professionals with whom they work may not evaluate.
We work with our client’s children, parents, grandchildren and grandparents who benefit from:
- Combined 40 years of professional financial experience,
- Both female and male perspective, and
- Opportunity for clients to work with both of us, or either of us
Please click here to find out more about our partners:
- Susan Schell, CERTIFIED FINANCIAL PLANNER™ Professional
- Dominick J. (D.J.) Panetta, CERTIFIED FINANCIAL PLANNER™ Professional
Here is a link to the Financial Industry Regulatory site with more information about Professionally Registered Representatives: BrokerCheck.