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Featured Business Financial Advisor in Fulton, MD
Fulton Financial Advisors
PSG Clarity
8161 Maple Lawn Blvd, Suite 400
Fulton, MD 20759
(301) 543-6035
“Providing Financial Direction”
Advisor Profile
Brian Kuhn
Name:  Brian Kuhn
Phone Number:  (301) 543-6035
Website:  Visit Website
Disclosure Link:
http://psgclarity.com/privac...
Disclaimer
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.

About PSG Clarity

Planning Solutions Group is a holistic, fee-based financial
planning firm. Our innovative solutions are the result of a
collaborative approach; we coordinate with our clients’ existing
advisors and review their financial outlook to design a
comprehensive plan to fit their needs. Our approach is unique
because we make recommendations based on all aspects of our
clients’ lives. Over the years, we have been proud to serve as a
trusted advisor in the areas of wealth management, estate
planning, business succession, retirement, and risk management.

Our talented team of experienced professionals considers legal,
accounting, and financial perspectives to offer a cross-
disciplinary approach to planning. Given the complex needs of our
individual, executive, retiree, and business owner clients, we
provide the input and advice that you need to make timely and
informed decisions. We are committed to providing our clients
with the highest level of service and “Exceeding Expectations” to
ensure a positive and life-changing planning experience.

Securities offered through Triad Advisors, Member FINRA/SIPC.
Advisory services offered through Planning Solutions Group, LLC.
Planning Solutions Group, LLC is not affiliated with Triad
Advisors. PSG Clarity is a division of Planning Solutions Group,
LLC.
 

General Information

CRD#:    4474832
Name of Broker/Dealer:    Triad Advisors
Name of Custodial Firm:    Fidelity Investments
States Licensed in:    MD
States Willing to do Business in:    Andrews Air Force Base,Annapolis,Annapolis Junction,Arlington,Arnold,Ashton,Baltimore,Barnesville,Beltsville,Bethesda,Bladensburg,Bowie,Boyds,Brentwood,Brookeville,Brooklyn,Cabin John,Capitol Heights,Catonsville,Chevy Chase,Clarksburg,College Park,Columbia,Crofton,Crownsville,Curtis Bay,Davidsonville,Dayton,Derwood,Dundalk,Dunn Loring,Elkridge,Ellicott City,Falls Church,Finksburg,Fort George G Meade,Fort Myer,Gaithersburg,Gambrills,Garrett Park,Germantown,Glen Burnie,Glen Echo,Glenelg,Glenn Dale,Glenwood,Glyndon,Great Falls,Greenbelt,Gwynn Oak,Halethorpe,Hanover,Hyattsville,Jessup,Kensington,Lanham,Laurel,Linthicum Heights,Lutherville Timonium,Marriottsville,Mc Lean,Millersville,Monrovia,Montgomery Village,Mount Airy,Mount Rainier,Odenton,Olney,Owings Mills,Pasadena,Pikesville,Potomac,Randallstown,Reisterstown,Riva,Riverdale,Rockville,Sandy Spring,Savage,Severn,Severna Park,Silver Spring,Suitland,Sykesville,Takoma Park,Temple Hills,Towson,Upper Marlboro,Washington,Washington Grove,West Friendship,Windsor Mill,Woodbine,Woodstock
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    2
Work Experience:    Brian serves as the manager of a division within Planning Solutions Group named
PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable
and efficient financial planning for hard working Americans who have been
underserved by the investment management industry thus far. Generally focusing
on individuals under a certain threshold of investable assets, rather than above
it, Brian and his team help everyday folks accomplish financial goals that have
thus far proved difficult due to complexity, procrastination, or being
overlooked by other planners.

With 13 years in the financial planning field, Brian focuses his practice in the
areas of retirement planning, investments, and insurance protection, with a
special interest in assisting public sector employees. He is the author of
"Total Compensation: A Practical Guide to Federal Employee Benefits", has
contributed articles to www.MarylandBankingBlog.com, and www.Fedsmith.com. He
has been quoted or appeared on financial planning news articles at
www.Dailyfinance.com, www.thestreet.com and www.Foxbusiness.com, What’s Up
Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on
Michael Hodes Estate Planning radio show.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®),
and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66
registrations.

Brian currently serves as a board member for the Baltimore chapter of the
Society of Financial Service Professionals, is member of the Maryland Financial
Planning Association and participates on their communications committee, and is
on the marketing committee of the West County Chamber of Commerce. Through the
FPA’s speaker’s bureau he spoke in 2014 on federal employee benefits to the
organization’s members and also at the Library of Congress for federal
employees. Recently he also participated in the Maryland FPA’s Money Power Day
in Baltimore MD by offering pro bono one on one planning sessions.

His profile as a financial planner is featured at www.wiseradvisor.com, the CFP
board’s www.letsmakeaplan.org site, and www.Brightscope.com. He has been
interviewed as a featured author at www.Businessinfoguide.com.

Brian graduated from Towson University with a B.S. in Business Administration
and a minor in English. He lives with his wife Merin and their daughters,
Charlotte and Caroline in Odenton, MD.
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Stocks, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your home, At your office, Via email, Via phone, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Life, Variable Life, Long Term Care, Variable Annuity, Health, Annuity, Accident
Financial Organization Memberships:    Paladin Registry, Society of Financial Services Professionals, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    West County Chamber of Commerce
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Commissions, Based on Assets, Flat Fee
Additional Details on Charges:    I can structure the compensation arrangement however is most comfortable for you.
 
 
 
Prepared By: Brian Kuhn

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