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Imagine, Design, Live — Helping Clients Achieve Financial Balance
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Personal relationships built upon trust |
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Value and goal based financial planning approach |
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Integrated investment, retirement, insurance and estate planning solutions |
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Areas of Focus: Investment Management, Financial, Estate and Insurance Planning |
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Patrick Thuecks, CEO Planning Partners Financial Group, Financial Advisor |
Planning Partners Financial Group is a full-service financial organization. We have built a reputation for helping clients create, preserve and distribute wealth for their families.
Good advice and proper planning can make all the difference.
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Areas of Focus
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Award Selection Process
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Map
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 7 Hanover Square, New York, NY 10004. Securities products/services and advisory services are offered through PAS, a Registered Broker Dealer and Investment Advisor. 1.888.600.4667 Career Development Manager, The Guardian Life Insurance Company of America. New York, NY (Guardian). PAS is an indirect wholly owned subsidiary of the Guardian. Planning Partners Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC
Five Star Professional identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in Southwest Florida (includes Collier and Lee counties in the state of Florida) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2013 Five Star Wealth Managers to be no more than 7% of the approximately 4,040 wealth managers in the area. 651 award candidates in Southwest Florida were considered for the award, of which 158 were named 2013 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Gulfshore Life.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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