The Planning Center

The Planning Center (TPC) is first and foremost a financial planning firm, widely respected for practicing grounded philosophies. In addition, The Planning Center's processes are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client's financial plan according to his or her values, goals and circumstances. Over time, the advisor-client relationship becomes opportunities for personal growth, as well as financial strength. TPC's proprietary approach blends both life and money decisions and continually works to develop both financial security and true peace of mind.


Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

1521 Washington Ave. New Orleans, LA 70115 Phone: (504) 717-4862

Primary Office

1615 5th Ave Moline, IL 61265-7905 Phone: (309) 797-4030 Fax: (309) 797-4026

Other Offices

303 W Erie St Ste 311 Chicago, IL 60654-3973 Phone: (312) 664-4090
310 K Street Anchorage, AK 99501 Phone: (907) 276-1400 Fax: (907) 276-7700
1521 Washington Ave. New Orleans, LA 70115 Phone: (504) 717-4862