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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:

  • 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

Risk Management

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

Risk Management

Wealth Management

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

Wealth Management

Newsletters

  • Do You Have a Tax-Smart Withdrawal Strategy?

    Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.

  • Working While Receiving Social Security Benefits

    Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

  • Is a High-Deductible Health Plan Right for You?

    What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.

  • Looking Back, Looking Forward

    See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Cost of Retirement

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

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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