The Financial Planning Group
Financial Services • 
Newnan, Georgia, United States • 11-20 Employees
Company overview
| Headquarters | 2 1/2 East Court Square, Newnan, GA 30263, US |
| NAICS | 52 |
| Keywords | IRA, Financial Planning, Investment Management, Social Security Planning |
| Founded | 2009 |
| Employees | 11-20 |
Key Contacts at The Financial Planning Group
David Gow
Director
Alan Clifton
Owner
The Financial Planning Group Email Formats
The Financial Planning Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About The Financial Planning Group
The Financial Planning Group is an independent financial services practice with a simple business philosophy -- Combine Professional Financial Advice with The Golden Rule. As clients, you will have access to a qualified advisor to help you through the maze of investing and financial planning strategies and you will be treated in the same way that we ourselves would like to be treated. The Financial Planning Group was established in 2009 by Founder & President Jon Monsour. With 20+ years experience and guided by life's Golden Principle, we're confident we will earn your trust. ADD to that -- strategic partnerships with Charles Schwab, and Fidelity --- you are in good hands. Securities and Advisory Services offered through United Planners Financial Services. Member FINRA/SIPC. TFPG and UP are not affiliated.
The Financial Planning Group revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Financial Planning Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
The Financial Planning Group has never raised funding before.
Netherlands
AustraliaFrequently asked questions
4.8
40,000 users
