We are a group of marine industry veterans with decades of experience in specialty lending, insurance operations, and marine dealership management. With this experience we have developed one of the only true full service finance and insurance operations. With direct access to the banks as well as direct portals to the insurance carriers we have created an efficient and convenient "one stop" for our customers. Comparable rates and terms may be available elsewhere, but it is our superior level of service while executing the customer's objectives that sets us apart. Give us a call at 888-231-9043 and let us show you the Diverse Offerings difference.

At Certified Planners Group, LLC, we treat our clients with the utmost courtesy and respect. We provide realistic, honest financial advice that comes with safety and peace of mind in uncertain times. We will lead you on a course that you will understand with flexibility to fit your comfort level. We specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. Aside from that we also offer assistance and sound financial advice on a wide array of financial vehicles including annuities, charitable giving, asset protection, college funding, estate planning, final expense life insurance, IRA and 401(k) assets, IRA asset planning and a lot more. Our consistent track record of uncompromising ethics instills confidence and trust. We will ensure that you have a comprehensive, easy-to-understand plan with no confusion and none of the usual financial rhetoric. Our company was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals. At Certified Planners Group, LLC, we do what's right, not what's popular!