# Planned Financial Security

Planned Financial Security is a Financial Services.

## Overview

- **Organization type:** Financial Services
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141924

## About

PLANNED FINANCIAL SECURITY is a state-registered investment adviser. The firm manages approximately $41 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What services does Planned Financial Security offer?

The firm provides retirement planning, investment advisory, and estate planning services to individual clients. It focuses on customized financial plans rather than pooled investment vehicles. Specific product offerings include mutual funds, insurance, and asset allocation strategies.

### What investment stages does Planned Financial Security typically target?

The firm does not target specific investment stages like venture capital or private equity. Its strategy is client-driven, deploying capital into public equities, fixed income, and mutual funds based on individual retirement goals.

### How does Planned Financial Security source proprietary deal flow?

Deal flow is not a core part of its business model. The firm does not act as a direct investor or fund manager, so proprietary deal flow mechanisms do not apply.

### Does Planned Financial Security participate in fund commitments or only direct deals?

The firm does not make fund commitments or direct private-market deals. It allocates client assets across public-market securities and insurance products.

## Related profiles

- [DRT Financial Advisors](https://altss.com/profile/drt-financial-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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