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The PLANit Group, LLC

4900 N Scottsdale Rd, Suite 4000 Scottsdale, AZ 85251

Phone:

  • 480-638-2140

Fax:

  • 480-638-2200

E-mail:

  • SDespres@FinancialGuide.com
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Financial Planning

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

Financial Planning

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

Newsletters

  • Three Ways to Help Simplify Your Finances

    Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.

  • New RMD Rules Give Retirement Savings More Time to Grow

    This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

  • Talk About These Money Matters Before the Wedding

    Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.

  • Tips for Safe Online Shopping

    This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.

More Newsletters »

Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Cost of Retirement

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

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. CRN202511-2998524

 

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