The Planning Group is a boutique wealth management firm specializing in active tactical investment management and alternative investments that other advisory firms often neglect. In today’s market, we focus on making money by not losing money primarily by minimizing risk and reducing volatility. We have offices in Scottsdale, AZ and Sun City West, AZ. We remain strictly committed to our core values: Integrity: Our commitment is to serve our clients'with the highest level of integrity. Trust: We earn our client's trust by providing objective advice and sound investment solutions. Service: We are dedicated to the nobility of service.