• Your Legacy

    Is it important to you that you are remembered in the way you want to be remembered?


    If so, Planning Advisors can guide you through the steps necessary for you to leave behind the legacy you’ve always wanted.

    Your Legacy
  • Our Mission

    At Planning Advisors, our mission is to provide sound advice to help you plan for Your Life and Your Legacy.


    Having a plan helps when your loved ones are facing one of the most difficult times they may ever experience.

    Our Mission


Welcome to Planning Advisors. Thank your for taking the time to visit our website. We are very excited to share some information about our company, products and services with you. We are passionate about what we do, the people we work with, and the greater good we provide with our business model. Please feel free to contact us with any questions you may have.
Click Here to view a personal video message from our founder
Wouldn’t you like to make sure you are remembered in the way you want to be remembered?
Planning Advisors can help you plan for that very important part of your Legacy.

About Us

Planning Advisors, LLC is a financial services firm founded by veteran Advisors and Leaders in the Insurance and Investment … Learn More...

Our Partners

Assurant Assurant has created a product through American Memorial Life that ensures the pre-planned funeral package we help our clients … Read More

Contact Us

Feel free to contact Planning Associates if you need more information or if we can help you in any way.
Call (813) 374-2233

Contact Us