Planned Solutions, Inc.

Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets primarily through model asset‑allocation portfolios and also offers fee‑for‑service financial planning and separately contracted tax return preparation.

The firm’s investment process centers on model portfolios that combine strategic and tactical asset allocation, with ongoing monitoring and rebalancing by an internal investment committee. Planned Solutions uses capital markets forecasts, econometric models, and technical analysis to set expectations and guide securities selection, with an emphasis on mutual funds and ETFs and periodic client reviews.

Distinctive features include in‑house tax expertise — multiple advisors hold CPA or Enrolled Agent credentials and the firm offers income tax preparation services for separate fees — a service model that can create additional compensation relationships and is uncommon among similar team firms. The brochure also emphasizes model‑based projections and formal capital‑markets valuation techniques in setting portfolio expectations, reflecting an integrated tax and model‑driven advisory approach that is less typical for peers in this category.