Broker Check

Our Firm

PLANNING WORKS LLC offers independent insurance and investment advice to high net worth individuals and corporations. With wealth management offices in Sarasota, FL and Cincinnati OH, we have been exceeding client expectations since 1978.

We are pleased to announce that Mr. Scheineson has been once again named as a Five Star Wealth Manager for 2018. 

https://www.fivestarprofessional.com/wmdisclosures/cinwm18

BROKER CHECK:

http://brokercheck.finra.org/Individual/Summary/1081386

Our services include:

Independent Fee-based Financial Planning

  • Estate/Wealth Accumulation Planning
  • Retirement Planning
  • Education Planning
  • Net Worth Planning
  • Charitable Gift Planning
  • Cash Flow Planning
  • Tax Planning
  • Investment /Insurance Planning

Fee-based Portfolio Management

Corporate and Individual Life, Health, Disability, Retirement, Estate, Deferred Compensation, and Long-term Care Insurance Planning.