• About Planning Network Partners

Brian George: Bringing greater value

In the complex world of wealth management, Planning Network Partners is a beacon of strategic brilliance. Founded in 2021, our innovative company empowers every investor, including High Net Worth and Ultra High Net Worth individuals, as well as financial advisors, with sophisticated tools and strategies, backed by a high powered network.

The primary goal? To amplify wealth, protect assets, and promote charitable giving while minimizing tax burdens. With a visionary leader at its helm, Planning Network Partners is on a mission to redefine the way wealth is preserved and distributed, and to help investors leave a lasting legacy.

Our Distinct Approach

Wealthy individuals, real estate investors, retirees, and anyone striving to optimize their financial resources all share a common aspiration: achieving superior financial returns while minimizing tax liabilities. At Planning Network Partners, we recognize the uniqueness of each client's "why." Our approach is not one-size-fits-all; it's tailored to your specific goals and aspirations.

Our interdisciplinary team collaborates seamlessly with your existing financial professionals to understand your financial objectives and the deeper motivations driving them. We then leverage an extensive toolkit encompassing various financial disciplines to help you achieve those objectives. Whether it's succession planning, asset protection, charitable giving, or comprehensive wealth management, we provide access to the expertise and resources necessary to turn your vision into reality.

Unlocking the Power of Wealth Preservation

The cornerstone of Planning Network Partners' mission is to democratize access to wealth management tools. By breaking down the silos that often separate different financial professionals and leveraging the interconnected nature of financial strategies, we create a synergy that unlocks new possibilities for wealth preservation.

The Power of Charity

Founder and Managing Partner Brian George is particularly passionate about one aspect of our mission: legacy. Beyond the legacy we leave to our families, he is passionate about our broader communities, and firmly believes that charitable organizations can make a profound impact, often more effectively than government programs. To support this belief, Brian works tirelessly to help charities benefit from increased donations while simultaneously enabling our clients to defer and minimize their own tax liabilities. This way, our clients not only secure their financial legacies through smart wealth preservation strategies but also contribute meaningfully to causes they care about.

Our Core Values

At Planning Network Partners, our success is underpinned by a set of unwavering core values:

Equality and Respect: We treat every client with the same level of care and respect that we would want for our own family members. Brian George's personal mantra, "Treat everyone the same way I would want my mother treated," serves as our guiding principle.

Client-Centric Innovation: We continuously stay updated on the latest financial products and services in the marketplace, as well as the ever-evolving regulatory landscape. Our commitment is to put our clients in the best possible position, always.

The Power of Network: We understand that we are stronger together. We actively seek opportunities to capitalize on and maximize the strengths of our network, resulting in exponential benefits for our clients.

Join the Conversation

At Planning Network Partners, we believe that every financial journey is unique, and we're eager to start a conversation with you. Our mission is to understand your motivations, dreams, and goals and determine how we can help your financial professionals elevate your wealth management strategies.

If you're ready to unlock the full potential of your financial future, contact us today. Together, we can embark on a journey that transcends traditional wealth management, creating a lasting legacy of prosperity and positive impact.

Privacy and Cookie Policy

This privacy notice discloses the privacy practices for Planning Network Partners, LLC, and our website: planningnetworkpartners.com. This privacy notice applies solely to information collected by this website, except where stated otherwise. It will notify you of the following:

  • What information we collect;

  • With whom it is shared;

  • How it can be corrected;

  • How it is secured;

  • How policy changes will be communicated; and

  • How to address concerns over misuse of personal data.

We only control the content on this website and not the data protection practices on any other site.  Every user is encouraged to review the Privacy Policy of any third party site.

Information Collection, Use, and Sharing
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g., to ship an order.  

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy. 

Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website:

  • See what data we have about you, if any.

  • Change/correct any data we have about you.

  • Have us delete any data we have about you.

  • Express any concern you have about our use of your data

Your rights
You also have the right to ask for us to update, delete or stop processing information we hold about you. However, please note that there are circumstances in which complete erasure of your information or ceasing to process your information will not be possible for operational, legal and business reasons. This may include if you remain a customer for whom we need to provide services, or if you wish us to no longer contact you for marketing purposes. In this case we may need to retain some of your details securely in order to facilitate this request by, for example, keeping you on a “do not contact” or suppression list. This will be the only purpose for which your data will be used if this is the case.

We share aggregated demographic information with our partners and advertisers. This is not linked to any personal information that can identify any individual person.

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Retention policy

We securely store your information, and hold it for as long as we need to in order provide our services and products to you in accordance with (i) applicable law, or (ii) as long as is set out in any relevant contract you have with us.

We use "cookies" on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance their experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Some of our business partners may use cookies on our site (e.g., advertisers). However, we have no access to or control over these cookies.

What types of cookies do we use? 

There are a number of different types of cookies, however, our website uses:

  • Functionality - Our Company uses these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used.

  • Advertising - Our Company uses these cookies to collect information about your visit to our website, the content you viewed, the links you followed and information about  visit another website, you may be shown advertising based on your browsing patterns on our website. browser, device, and your IP address. Our Company sometimes shares some limited aspects of this data with third parties for advertising purposes. We may also share online data collected through cookies with our advertising partners. This means that when you

This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

California Consumer Privacy Act (CCPA)

In addition to the rights documented elsewhere in this Privacy Policy, if you are a California Resident you have some additional rights under the CCPA. These include being informed of any of your personal data that has been “sold” (where sold for this purpose is defined below) and to opt out of the future selling of your personal data to third parties.

We may share your details with selected 3rd parties, where you have opted in for us to do so, which is defined as a “sale” of data under the CCPA. If you change your mind you can opt out of the sale of personal data by emailing us at privacypolicy@planningnetworkpartners.com.

To submit requests for information about any of your personal data which we have sold according to the CCPA, you can get in touch with us by any of the methods listed in the Contact Us section of this policy or call this number 1+(360) 594-5597. If you are emailing us for a request, please indicate in the subject that it is a CCPA related request.

For information on the type of data we may collect from consumers and the 3rd parties this may be disclosed to, including our suppliers and other entities within our group, please refer to the relevant sections in this privacy policy.

Notification of Changes

Whenever material changes are made to the privacy notice specify how you will notify consumers.

What are your data protection rights? 

Planning Network Partners, LLC would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following: 

The right to access - You have the right to request Planning Network Partners, LLC for copies of your personal data. 

The right to rectification - You have the right to request that Planning Network Partners, LLC correct any information you believe is inaccurate. You also have the right to request Planning Network Partners, LLC to complete information you believe is incomplete.

The right to erasure - You have the right to request that Planning Network Partners, LLC erase your personal data, under certain conditions. 

The right to restrict processing - You have the right to request that Planning Network Partners, LLC restrict the processing of your personal data, under certain conditions. 

The right to object to processing - You have the right to object to Planning Network Partners, LLC's processing of your personal data, under certain conditions. 

The right to data portability - You have the right to request that Planning Network Partners, LLC transfer the data that we have collected to another organization, or directly to you, under certain conditions. 

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email: privacypolicy@planningnetworkpartners.com.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 1+(360) 594-5597 or via email at privacypolicy@planningnetworkpartners.com. You may also complain to the FTC: https://reportfraud.ftc.gov/

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