Brian Kuhn CFP® / Financial Advisor in Fulton, Maryland

Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits", has contributed articles to Maryland Banking Blog, and Fedsmith. He has been quoted or appeared on financial planning news articles at Dailyfinance, The Street dot com and Fox Business, What's Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes Estate Planning radio show.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66 registrations.

Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is member of the Maryland Financial Planning Association and participates on their communications committee, and is on the marketing committee of the West County Chamber of Commerce. Through the FPA's speaker's bureau he spoke in 2014 on federal employee benefits to the organization's members and also at the Library of Congress for federal employees. Recently he also participated in the Maryland FPA's Money Power Day in Baltimore, MD by offering pro bono one on one planning sessions.

His profile as a financial planner is featured at wiser advisor dot com, the CFP board's lets make a plan dot org site, nerd wallet dot com, and Brightscopedot com. He has been interviewed as a featured author at Business info guide.
Brian graduated from Towson University with a B.S. in Business Administration and a minor in English. He lives with his wife Merin and their daughters, Charlotte and Caroline in Odenton, MD.

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Alternative Investment Strategies Annuities Annuities & Life Insurance As-Needed Financial Planning Asset Protection Cash Management & Budgeting Certified Financial Planner CFP ® CFP® College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Education Planning Estate Planning ETFs Experienced Family Financial Planning Fee Based Investing Fiduciary Fiduciary Advisor Financial Advisor Financial Life Planning Financial Planner Financial Planners Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Women Goal Planning Goal Setting Hourly Financial Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investment Services Investments IRA LGBT And Same-Sex Couples Financial Planning Life Insurance Middle Income Money Coaching Mutual Funds Personalized Investment Management And Advice Portfolio Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Roth IRA Conversion Social Security Planning Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Stocks Strategic Tax Planning Tax Planning Team Approach Women's Issues Young Investors
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