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Sophisticated Financial Advice, Midwest Values


Helping Our Clients Attain Financial Well-Being Through Goal Setting and Wealth Management

Planning for retirement or investing personal assets can seem like a daunting task. From determining investment strategies to legacy planning and more, we have the knowledge and expertise to walk you through the complexities.

Discover Our Services

Real People. Real Solutions.

The financial world can be confusing and often overwhelming. What should I do? What do I need? How do I achieve my financial goals? These are common questions the professionals at Plan Services Investments are here to help answer.

We are proudly affiliated with Osaic Wealth, Inc.

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Our Services

At Plan Services Investments, we provide a number of services including:


Financial Planning


Retirement Income


College Savings


Legacy Planning


Investment Management and Oversight


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