Empowering Advisors’ Financial Futures

Welcome to 3 Planning Group (3PG). We pride ourselves on delivering top market valuations, providing diverse choices, and crafting customized deals tailored to your needs.

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Our Mission

At 3PG, our mission is to empower financial advisors to achieve their professional goals. Our commitment is to support you in building a sustainable, profitable, and client-focused practice with a clear succession plan to maximize your exit value while enhancing your client outcomes.

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Advisor Succession Planning

Secure your legacy and ensure a smooth transition for your clients. Our specialized succession planning services help advisors preparing for retirement, selling their practice, or passing on their business to the next generation.

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Advisor Business Growth Planning

Expand your practice and enhance your services with our strategic business growth solutions. We provide personalized guidance and resources to help you increase your client base, revenue, and overall
business value.

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Enhanced Client Options

Elevate your client experience with our enhanced service offerings. From comprehensive financial planning to cutting-edge investment strategies, we provide the tools and support needed to meet and exceed your clients’ expectations.

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Advisors Are Saying

“3PG helped me navigate my financial future with speed and confidence. I have been able to maximize value with a quick and straightforward exit from my financial planning business.”

Advisors Are Saying

“My partnership with this dynamic team has been invaluable. Their support has helped me grow my business with an enhanced product offering for my clients.”

Advisors Are Saying

“Working with 3PG has transformed my firm. They simplified my day-to-day while providing a client-focused solution. I locked in my exit strategy in advance and when I was ready everything was in place for a simple and easy sale process and retirement.”