About American Planning Group, Inc.

Open Today 9:00 am - 5:00 pm View Extended Hours

Monday 9:00 am - 5:00 pm
Tuesday 9:00 am - 5:00 pm
Wednesday 9:00 am - 5:00 pm
Thursday 9:00 am - 5:00 pm
Friday 9:00 am - 5:00 pm
Saturday Closed
Sunday Closed

(919) 825-4843

At American Planning Group, we believe America, as a whole, has been woefully undereducated when it comes to retirement and financial planning. Our mission as a leading retirement firm is to educate clients and help them achieve the “worry-free” retirement they want and deserve.

We’re an independent financial planning firm focused on representing the very best interest of our clients and all North Carolinians. For us, this means carefully choosing real solutions for your specific goals, ensuring you exceed them.

This starts by taking the time to understand your personal financial situation, no matter how simple or complex it may be. We will then develop and implement a plan of action tailored to you and your family’s overall goal, whether that is leaving a lasting legacy, taking the family on more vacations, or enjoying the little things retirement has to offer.

At American Planning Group, you come first. Our passion is to help you and all Americans experience the retirement you’ve worked hard for, and we’re proud to do this everyday.