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303-649-2162

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WELCOME TO PLANNING RESOURCES, INC.

At Planning Resources, our passion is to ensure that you experience a new level
of confidence about your financial future. Our goal and commitment is to provide
insight, education and direction so you can make informed decisions about your
financial plans. We take your success personally and care about your future like
we care about our own. 



OUR VALUES

Integrity & Confidence



Learn More

OUR SERVICES

Financial Planning
Business Exit Planning
Wealth Management

OUR PROCESS

At Planning Resources we have an organized, detailed approach to financial
planning…

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CONTACT

Planning Resources, Inc.

116 Inverness Drive East

Suite 275

Englewood, CO 80112

 

Tad Lyle

Office: 303-649-2162

Email: betsy@tadlyle.com

 

Dustin Carr

Office: 303-649-2162

Email: stephanie@planningresourcesco.com



Osaic Form CRS

The AmeriFlex Group Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.



Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment
advisory services offered through The Ameriflex Group, Inc. Osaic Wealth is
separately owned and other entities and/or marketing names, products or services
referenced here are independent of Osaic Wealth.

Tad Lyle is licensed in AZ, CA, CO, FL, HI, ID, KS, MN, MO, MT, NC, NM, SC, OH,
OK, TX, UT and WA to offer insurance products, and life insurance (including
variable life), annuities (including variable annuities), and is securities
registered in AZ, CA, CO, HI, ID, KS, MD, MN, MT, NC, NM, OH, OK, SC, TX, UT, WA
and WI. Tad is advisor registered in CO. Dustin Carr is licensed in AZ, CO, FL,
ID, NE, TX and WY to offer insurance products, and life insurance (including
variable life), annuities (including variable annuities), and is securities
registered in AR, AZ, CA, CO, FL, HI, ID, IN, KS, MI, MN, MO, MT, MS, NE, NM,
RI, SD, TX, WA, WI and WY. Dustin is advisor registered in CO. Micah Strode is
licensed in CO, IA, MT and WY to offer insurance products, and life insurance
(including variable life), annuities (including variable annuities), and is
securities registered in AZ, CO, MN, MT, NE, NM, NY, OR, TX and WY. Micah is
advisor registered in CO. This site is not a solicitation of interest in any of
these products in any other state.

IMPORTANT CONSUMER INFORMATION : Tad Lyle, Dustin Carr and Micah Strode may only
transact business in a particular state after licensure or satisfying
qualifications requirements of that state, or only if he is excluded or exempted
from the states registration requirements. Follow-up, individualized responses
to consumers in a particular state by Tad Lyle, Dustin Carr or Micah Strode that
involve either the effecting or attempting to effect transactions in securities
or the rendering of personalized investment advice for compensation, as the case
may be, shall not be made without first complying with the states requirements,
or pursuant to an applicable state exemption or exclusion. For information
concerning the licensure status or disciplinary history of a broker-dealer,
investment adviser, BD agent or IA representative or any financial institution
they represent, contact your state securities law administrator.






 

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