Planners Financial Group, LLC

Our History

After years of corporate life traveling the world, Nick Ignatowski, CFP® established Planners Financial Group, LLC in 2005. This change allowed for more time with his family, as well as providing the opportunity for him to better serve the individual needs of his clients in a more personal setting. Six months later, Nick officially registered the finance firm with the state of Wisconsin.

In 2011, Michael Taylor, CFP® (now retired) partnered with Nick and together, they created the firm’s brand. Nick’s Polish heritage inspired our Polish logo. The “PW” initials “Pomscimy Wawer”, evolved into the Kotwica (Polish for “Anchor”) emblem during World War II, and represented Poland’s struggle to regain independence.

When many other firms were selling products, Nick and Mike wanted to do things differently. They chose to base their philosophy on a quote that Nick’s father used to frequently say: “If you help people get everything they need in life, God will make sure you have everything you need in your life.” – Charles Ignatowski. Our logo represents our firm’s independence in the industry to serve the client first.

In 2015, Cory Graves joined Planners Financial Group, LLC expanding the book of business across fifteen states. Then in 2018 when Mike began preparing for retirement, John Massie, CFP® joined the team. Nick, Cory and John continue to serve clients with the philosophy the firm was founded on – putting the client’s needs first.

The advisors work together and complement each other to best serve our clients’. Together, they agreed the firm would provide no cost financial planning services to our clients and focus primarily reaching their client’s financial goals.