Timothy Kvech and Roy Dixon are both seasoned wealth advisors with Planning Solutions Group, LLC, and have been involved with WANADA for many years. Together with other PSG advisors, Tim and Roy provide seminars focused on the auto industry while managing the variety of complex financial planning and business succession needs faced by their auto dealer clients.
Planning Solutions Group is a holistic, fee-based financial planning firm. PSGs innovative solutions are the result of what they describe as a collaborative approach. The firm coordinates with clients existing advisors and reviews their financial outlook to design a comprehensive plan to fit their needs. Their approach is unique according to PSG because they make recommendations based on all aspects of clients lives.
Over the years, PSG has been proud to serve as a trusted advisor in wealth management, estate planning, business succession, retirement and risk management. Their team considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. They then provide the input and advice their clients need to make timely and informed decisions. They are committed, too, they say to providing clients with the highest level of service and exceeding expectations to ensure a positive planning experience.
With more than 20 years of experience each in advising auto dealer owners and their families, Tim and Roy have a thorough understanding of the typical challenges that auto dealers face when planning to reach future goals.
They also collaborate with another advisor on their team, Greg Armstrong, when planning for members of the auto industry. With the addition of Greg on our planning team, we expect the continuation of our longstanding partnership with WANADA for many more years to come, says Roy.
Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors.
PLANNING SOLUTIONS GROUP, 8161 MAPLE LAWN BLVD., SUITE 400, FULTON, MD 20759, 301.543.6000, WWW.PSGPLANNING.COM
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