The PLANit Group, LLC
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The PLANit Group, LLC

4900 N Scottsdale Rd, Ste 4000
Scottsdale, AZ 85251

Phone:

  • 480-638-2140

Fax:

  • 480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
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Wealth Management

Get information about the custom portfolio options we provide to meet your savings, investment, and budget needs.

Wealth Management

Risk Management

Explore the personal and business options we provide to fit your needs.

Risk Management

Financial Planning

Discover how we can help you successfully reach your desired goals with our Financial Planning services.

Financial Planning

Newsletters

  • Crisis Relief: Financial Lifelines for Affected Workers

    Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

  • Investing in UITs

    A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?

  • Turbulent Times: Bear Markets Come and Go

    A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

  • SECURE Act Changes That Matter to Small Employers

    The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

More Newsletters »

Calculators

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators »

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4900 N Scottsdale Rd, Suite 4000, Scottsdale, AZ 85251. 480-638-2100. The PLANit Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202209-266176.

 

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Check the background of this financial professional on FINRA's BrokerCheck