Executive Planning Group - A Division of Wienken and Associates - Harrisburg, Pennsylvania

Planning Services

  • Business Succession Planning
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Executive Benefits
  • Asset Allocation
  • Education Funding
  • Gifting Strategies

Investment Services

  • Securities Brokerage Services
  • Access to Fee Based Asset Managment
  • Mutual Funds
  • Educational IRA Funding
  • Fixed Investments
  • Exchange Traded Funds
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Retirement Plans
  • 529 Plans
  • Variable Annuities
  • Direct Participation Plans
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • 401K Plans
  • 403B Plans

Insurance Services

  • Permanent Life Insurance
  • Term Life Insurance
  • Disability Income Insurance
  • Long-term Care Insurance
  • Business Buy-Sell
  • Disability Buy-Sell
  • Group Health Insurance
  • Group Life Insurance
  • Group Disability Insurance

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Not all of the listed products are offered through MassMutual.

 

Website CRN201903-226259





 

Executive Planning Group: Products and Services

Securities, investment advisory, and financial planning services offered through qualified registered representatives of
MML Investors Services, LLC., member SIPC (www.sipc.org), 5001 Louise Drive - Suite 300 - Mechanicsburg PA 17055, Tel: (717) 791-3300

The Executive Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Check the background of MML Investors Services, LLC on FINRA's BrokerCheck.


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