Planning Needs Financial Group Salary

Planning Needs Financial Group Salary

How Much Does Planning Needs Financial Group Pay for employees?

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As of August 2026, the average annual salary for employees at Planning Needs Financial Group in the United States is $93,682. This translates to an approximate hourly wage of $45. Salaries at Planning Needs Financial Group typically range from $84,549 to $104,686 annually, reflecting the diverse roles and experience levels within the company. Planning Needs Financial Group’s salaries are influenced by a wide range of factors including job role, department, years of experience, and location.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

How Much Does Planning Needs Financial Group Pay for Different Roles?

The table below outlines the annual salary ranges for popular roles within the company, helping you benchmark potential earnings. Use 'View by Card/Table' option to find the data most relevant to your career path.

Insurance Retention Specialist

$62,943 / year

Salary Range: $53,330 - $75,168

Sales

Allstate Insurance Customer Service Representative

$46,317 / year

Salary Range: $41,773 - $52,266

Customer Service

Management Trainee

$66,518 / year

Salary Range: $59,390 - $73,603

Automotive Repair

Insurance Sales Representative

$47,150 / year

Salary Range: $42,524 - $53,159

Medical Technology

Customer Service Representative

$40,328 / year

Salary Range: $36,517 - $45,032

Customer Service

Operations Manager

$117,248 / year

Salary Range: $104,811 - $130,828

Operations

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

Turn Insight into Opportunity: Current Job Openings

Ready for your next career move? Explore current job openings at Planning Needs Financial Group.
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About Planning Needs Financial Group: Company Profile

Website
www.planningneeds.com
Founded In
Data pending, update soon.
Employees
25 - 50 employees
Industry
Insurance
Headquarter Location
ROCKVILLE
Revenue
<$5 Million
Phone Number
-
Social Media
About PLANNING NEEDS FINANCIAL GROUP
Planning Needs Financial Group is an investment management company based out of 6219 EXECUTIVE BLVD, Rockville, Maryland, United States.

Employee Reviews: Insights on Salary, Culture & Work-Life

Gain authentic perspectives from current and former employees. These anonymous reviews offer invaluable insights into Planning Needs Financial Group's culture, work-life balance, management, and employee sentiment regarding salary satisfaction, bonus payouts, and benefits.
While innovation isn’t rapid, processes are reliable. Benefits like health insurance and retirement plans are solid. The work environment is dynamic yet supportive. Benefits like remote work and wellness programs add value. The workload is predictable, and the environment is professional.
Commented in February 24, 2025
28
3
The company provides ample opportunities for skill development and career growth. The company’s commitment to employee well-being is evident. Employees are recognized for their contributions, and career advancement is actively supported. The workplace is organized, and processes are well-defined. The insurance products we work with are diverse, keeping the job engaging.
Commented in February 02, 2025
29
3
It’s a workplace that truly invests in its employees’ success. One of the best aspects of this company is its employee-centric approach. The company culture promotes teamwork and innovation in the insurance space. It’s rare to find such a balanced and employee-focused company in this sector. A great employer for those passionate about insurance.
Commented in June 25, 2024
46
1
The work-life balance is respected, and managers are supportive of flexible schedules when needed. The leadership team communicates clearly, and employee feedback is valued. A reliable employer for steady career growth. The compensation is above industry average, and bonuses are performance-based. The pay is competitive, and bonuses reflect performance fairly. My experience here has been steady. M...
Commented in May 17, 2024
21
3
Leadership is transparent, and career paths are well-defined. Colleagues are easy to work with. Overall, a fantastic place to grow in the insurance field.
Commented in February 24, 2024
44
2

How Planning Needs Financial Group's Salaries Compare to Similar Companies?

The data below provides a snapshot of what comparable firms are paying, offering crucial context for evaluating Planning Needs Financial Group’s pay competitiveness. Click on a company for a deeper dive.

Is Planning Needs Financial Group’s Pay Competitive? Salary Benchmarking Analysis

How does Planning Needs Financial Group’s compensation stack up against the market? This analysis visualizes their average salary compared to its industry benchmark and key peer companies.
Peer Company & Industry Benchmarking
180k
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90k
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Average Salary ($/year)
Planning Needs Financial Group
Insurance
PESSOTTI AND ASSOCIATES
PARAGON INSURANCE HOLDINGS
Industry Comparison
Our data shows that, on average, compensation at Planning Needs Financial Group is below the average for the U.S. Insurance industry by approximately 24%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared Planning Needs Financial Group average annual salary with several similar companies. Planning Needs Financial Group average salary of $93,682 is higher than PESSOTTI AND ASSOCIATES, which has an average salary of $91,517. It is higher than PARAGON INSURANCE HOLDINGS, with their average salary at $79,425. This places Planning Needs Financial Group in a competitive position among its peers.
See Your True Competitors
The companies behind the question marks could be hiring your best people. Don't operate with incomplete data. Unlock your full competitive view with Salary.com for Business to precisely benchmark salaries, benefits, and more against your true competitors.

What Is the Cost of Living Near Rockville?

Understanding the cost of living near Rockville is key to truly evaluating a salary offer or your current compensation at Planning Needs Financial Group.
Rockville's Cost of Living Index is approximately 132.5 (32.5% more expensive than US average; 17.3% more than MD average). Montgomery County seat, affluent, high housing costs. Ride On bus, Metro Red Line. When planning your budget based on a salary from Planning Needs Financial Group, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,900 - $2,800+ A significant portion of Planning Needs Financial Group salary. Location choices impact this heavily.
Utilities (Basic) $150 - $250 Electricity, Heating, Cooling, Water etc.
Public Transportation $45 (Ride On pass, Metro extra) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $470 - $700 Can be higher with more dining out or specialty stores.
Personal & Leisure $480 - $850+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $420 - $780+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $3,465 - $5,435+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

Most Common Questions About Planning Needs Financial Group

FAQ 1: How much does a Planning Needs Financial Group employee make?
Planning Needs Financial Group pays its employees an average of $93,682 per year. The average salary at Planning Needs Financial Group range from $84,549 to $104,686 per year. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.
FAQ 2: Which similar company tend to pay more or less than Planning Needs Financial Group?
The salary at Planning Needs Financial Group is higher than the similar company. The average annual salary at Planning Needs Financial Group is $93,682, or an hourly wage of $45, in comparison to PESSOTTI AND ASSOCIATES which pays $91,517 per year or $44 per hour.
FAQ 3: Do employees with advanced degrees (Master's, PhD) earn more at Planning Needs Financial Group?
In many roles at Planning Needs Financial Group, particularly those requiring specialized knowledge or research capabilities (e.g., certain engineering, scientific, or financial roles), an advanced degree like a Master's or PhD can lead to a higher starting salary and faster career progression, thus higher earnings. However, for some roles, direct experience and skills might be valued as much or more than an advanced degree. The impact varies by field and specific job requirements.
FAQ 4: How does the cost of living near Rockville affect the perceived value of a Planning Needs Financial Group salary?
Rockville's Cost of Living Index is approximately 132.5 (32.5% more expensive than US average; 17.3% more than MD average). This significantly impacts the purchasing power of a salary from Planning Needs Financial Group based there. Our "Cost of Living Insights for Rockville" module details this impact, helping you assess the 'real feel' value of your compensation.
FAQ 5: What kind of benefits does Planning Needs Financial Group typically offer employees?
Planning Needs Financial Group generally offers a range of employee benefits designed to support their workforce's health, financial well-being, and work-life balance. Comprehensive health insurance (medical, dental, vision), a 401(k) retirement savings plan (often with a company match), paid time off (PTO), and potentially disability and life insurance are included. For a more detailed list of benefits, please see our "Employee Benefits at Planning Needs Financial Group" section on this page.

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