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Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Asset Management

PlanningWork$ starts by asking questions about objectives and comfortable levels of risk; we then suggest opportunities. Working to create an organic and personalized approach, we implement investment strategies leveraging an array of resources. From money management to non-market correlated assets, we keep our clients informed regarding the status of their investments.

  • Customized investment policy statement.
  • Asset allocation, strategic and tactical.
  • Tax efficient strategies.
  • Stock options: ISO and NQSO analysis and management.

PlanningWork$ revises these strategies in response to our clients’ changing needs. Our service to our clients will always feature a unique combination of global sophistication with domestic dedication.

Life and Business Strategies...Start the Journey

CONTACT US: 7200 N. MoPac • Suite 320, Austin, Texas 78731 • (512) 498-7526
Toll Free (800) 234-8043 • Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Smart Money Group, LLC a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Smart Money Group, LLC, PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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