Who We Are
Founded in 1990, Plantera Group has grown into a premier, independently owned, advanced business and financial consulting organization. Additionally, we specialize in objective investment and insurance product procurement. We are an alliance of individuals and institutions focused on providing experience, knowledge, and professional financial, tax and business planning strategies.
We believe that by bringing a professional from each field of finance to advise and research for the benefit of our clients, we can be certain that our customers’ plans are carefully coordinated in all areas.
The Plantera Group specializes in wealth preservation, business succession, and asset protection through unbiased advanced estate planning, business planning, and wealth creation techniques. The Plantera Group helps businesses, individuals and families across the country build, maintain, and preserve wealth for generations to come.
We attribute our success to four guiding principles:
Advocacy
To understand the distinctive needs of our clients so that we can represent them effectively to the financial world
Research
To provide our clients with advanced financial solutions and the top products available in the marketplace
Education
To empower them to make wise decisions
Performance
Facilitate actions necessary to make decisions successfully