Premier Planning Group

Premier Planning Group Premier Planning Group is a financial services firm located in Annapolis, MD offering assistance in investments, financial planning, and insurance.

MAKING THE COMPLEX SIMPLE. Because money doesn't have to be complicated. Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence.

Planning for retirement means preparing for both the expected and the unexpected. Income needs, healthcare expenses, inf...
07/20/2026

Planning for retirement means preparing for both the expected and the unexpected. Income needs, healthcare expenses, inflation, and market changes all deserve a place in the conversation. Visit our website at https://www.premierplanninggroup.com/.

Looking for trusted financial guidance? Meet our team of professionals who are committed to simplifying your financial d...
07/20/2026

Looking for trusted financial guidance? Meet our team of professionals who are committed to simplifying your financial decisions.

Visit our team page today to see how we can help make your goals a reality.

As Financial Planners in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!

Early retirees can learn new skills, read more, take free college or community classes, or try new hobbies.
07/17/2026

Early retirees can learn new skills, read more, take free college or community classes, or try new hobbies.

Research links retiring early to cognitive decline, while continued work is associated with stronger cognition.

Wealth rarely knocks on your door by chance. While aspiring for riches is an admirable goal, figuring out where to start...
07/17/2026

Wealth rarely knocks on your door by chance. While aspiring for riches is an admirable goal, figuring out where to start can be a challenge. That’s where a savvy financial advisor comes in handy, as they can offer you tips to build a wealth mindset while guiding you toward your dream financial future.

Explore three strategies to cultivate a wealth mindset to your financial goals. Brion Harris is a financial advisor in Annapolis, MD.

Can your retirement income support your lifestyle? Stop wondering and read our latest article to find out.
07/16/2026

Can your retirement income support your lifestyle? Stop wondering and read our latest article to find out.

Explore strategies to maintain your lifestyle in retirement. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

Are you ready to review your retirement plan? Give us a call at (443) 837-2520.
07/15/2026

Are you ready to review your retirement plan? Give us a call at (443) 837-2520.

After dedicating years of your life to your career, you might be wondering what to do in retirement. At the same time, y...
07/15/2026

After dedicating years of your life to your career, you might be wondering what to do in retirement. At the same time, your financial situation has likely changed now that you’re retired. Considering these changes, you might be interested in exploring other ways to give back that don't necessarily require monetary contributions.

These alternative giving strategies and volunteer opportunities can add an enriching aspect to your retirement planning, offering a fulfilling way to stay active, engaged, and connected to the communities and causes you care about.

Want to give back without giving up your retirement? Discover new ways to give back in retirement.

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.
07/13/2026

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.
07/10/2026

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.

We’re halfway through 2026, which makes this a great time to pause and revisit your financial goals.Are you still on tra...
07/08/2026

We’re halfway through 2026, which makes this a great time to pause and revisit your financial goals.

Are you still on track with the goals you set at the beginning of the year? Have any major life changes shifted your priorities? Are your savings, retirement contributions, debt strategy, and investment plan still aligned with where you want to go?

A mid-year financial tune-up can help you make thoughtful adjustments now instead of waiting until year-end.

Now is a good time to review your progress, refocus your priorities, and make sure your financial plan still supports the bigger picture.
Have questions about your 2026 financial goals? Let’s connect.

Address

101 Annapolis Street
Annapolis, MD
21401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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