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About Us

Planners Consulting Group, Inc. is a consulting firm dedicated to informing, educating, and assisting professionals in the Financial Services Industry.

Our Mission

To enhance their capabilities, services, and efficiency, through partnering with our clients, by providing timely and accurate computer services, training, and information

Our History

In 1997, Sandy Derato left the position of Vice President of Financial Computer Support, Inc. (vendor of the dbCAMS+ software) to form a company dedicated to providing financial software training and support services to independent financial advisors. After two name changes, this company became Planners Consulting Group, Inc. in 2001. Over the years our staff and our capabilities have expanded. In addition to product and process consulting, we specialize in data management and maintenance outsourcing, report generation, and training. Although most database software vendors provide technical support and training alternatives, Planners Consulting Group focuses on providing services which are tailored to the unique requirements of each office. We provide remote data import, entry, and reconciliation services, specialized on-site training, telephone consultation on advanced topics, and business consulting.

Our Staff

Sandy Derato

During my ten years at Financial Computer Support and Financial Paraplanner Certification I developed an extensive knowledge of the financial industry and dbCAMS+. As Vice President of FCSI, my responsibilities ranged from financial management and human resources to working hands-on with dbCAMS+ including product development, testing, documentation, and training. Since leaving FCSI, working together with planners and their staff has given me a more realistic and focused understanding of the needs in a financial office.

Wayne Callis

My portfolio management software experience began when I joined Financial Computer Support, Inc. in 1993. During my seven years there, I worked as a technical consultant, Programming Team Leader, and Data Import Team Leader. These varied positions gave me an understanding of, and appreciation for the challenges of automating a financial planning office. Meeting porfolio managers and training their staffs has shown me that each office is unique and the canned solutions often provided by software vendors don't always meet your needs. Our goal is to give you what you want when you want it.

Karen Schefft

Having worked with PCG since 1998, I consider myself privileged to work with such a fine team of coworkers and clients. Servicing a wide variety of financial offices has given me an in-depth understanding of data management. My experience, coupled with the professional resources available on the World Wide Web, give me the tools to ensure timely and accurate reporting. I look forward to continuing the close working relationship we have established with our clients as an integral part their office.

Our Committment to You

  • Services provided when YOU NEED them
  • Accurate Information
  • Timely Follow-up on outstanding issues
  • Professional Courtesy
  • Reasonable Fees
  • Strict Confidentiality