Our team is committed to being fully invested in clients who are fully invested in themselves. We want to work with clients who are serious about their futures and will commit themselves to achieving their stated goals and objectives.

 

The initial meeting with us is complementary.  We believe it is important to meet for a few minutes to understand what you are looking for and see if we can help you.  We also believe it is important our services and personalities are a fit; we want you to be happy with our service.

List of Defined Services

  • A Financial Plan using the EIEIO Financial Planning Method

  • Additional Services if your family has a Business; Add-on Business Planning

  • Educational Webinars understanding how to set up your Financial Plan.

  • An Independent Analysis of your Investments: Risk/Asset Allocation/Performance/Fees

  • Senior Analysis and Organization of Financial Position

  • Financial Organizing

  • Custom planning by the hour or flat fee plan. 

 

Our Financial Planning and Risk Management services do not have minimum requirements. 

Our Investment Management services require a minimum household portfolio value of $100,000.

 

Representatives offer products and services using the following business names:  The Planning Group, Bourne Purple Publishing, LLC - Insurance and financial services ] Ameritas Investment Company, LLC (AIC),  Member FINRA/SIPC - securities and investments ] Ameritas Advisory Services (AAS) - investment advisory services.  AIC and AAS are not affiliated with The Planning Group and Bourne Purple Publishing, LLC.  

Products and services are limited to resident of states where the representative is registered.  This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your representative.  Read carefully before you invest or send money.  A representative will contact you to provide requested information.  Representatives of AIC and AAS do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.  

Darcy R. Yocum offers products and services using the following business names: The Planning Group and Bourne Purple Publishing, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA / SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Darcy R. Yocum/The Planning Group or Bourne Purple Publishing, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.