About Kessler Planning Group

Here at Kessler Planning Group, we want to ensure our clients get the right information, at the right time, to make the most informed financial decisions possible. We are proud members of the mid-south community, and we believe our reputation is everything. That is why it’s so important that we built that reputation by taking care of people the right way, just like family. We work closely and coordinate with fellow professionals, like CPA’s and estate attorneys, in order to produce a successful outcome for our clients every time.

Our focus is on planning first, and it always has been. We use a dynamic, engaging approach to assess risk, identify trends, and leverage resources, to provide you with a sound financial strategy that’s just right for you. We understand that not every client is the same, which is why there are no “cookie cutter” solutions. You are our passion, and the reason why we’re in business. We’re excited to get started with you as well.

So, if you’re not working with us already, send us an e-mail or give us a call. Experience the peace of mind that so many families have come to appreciate.

Our Founder

Brad Kessler CFP ®

Brad has been in the business since 2010. As a Certified Financial Planner™, he works closely with every client to craft and execute their...

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