About Us

Fees

About Us

Fees

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Meet Our Team

About The Sum
About The Sum
Meet Our Team
FAQs

Meet Our Team

Michael Rahn, CFP^®

Christopher Melber, CFP^®

Marc Laviage, CFP^®

Mike Bard, CFP^®

Ensuring Wealth Management ‘Adds Up’.

The Sum, 8111 Ashlane Way, The Woodlands, TX, 77382, United States281.940.4859michael@thesumplanning.com

281.940.4859
info@TheSumPlanning.com
4526 Research Forest Dr, Suite 240
The Woodlands, TX 77381

ABOUT THE SUM -
The Sum is a group of highly-motivated CERTIFIED FINANCIAL PLANNER™ practitioners. Our extensive industry and academic experience drives our commitment to continue raising the bar for our clients.

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The information provided is for educational purposes only and is not intended to be, and should not be construed as investment, legal or tax advice. The information is subject to change and, although based upon information that The Sum considers reliable, is not guaranteed as to its accuracy or completeness. The Sum makes no warranties with regard to the information or results obtained by its use and disclaims any liability arising out of your use of, or reliance on, the information. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. In preparing this article, we have relied upon information provided by third parties. While we believe these sources to be reliable, the accuracy and completeness of the information is not guaranteed. The historical performance results of each index do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. The Planning Project LLC, DBA The Sum (“The Sum”) is a SEC-registered investment advisor. Any reference to the terms “registered investment adviser” or “registered,” do not imply that The Sum or any person associated with The Sum has achieved a certain level of skill or training. The Sum and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which The Sum maintains clients. The Sum may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from registration/notice filing requirements. For information pertaining to the registration status of The Sum, please contact The Sum or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about The Sum, including fees and services, send for our disclosure statement as set forth on Form ADV from The Sum using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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