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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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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

  • HOT TOPIC: Is the U.S. Economy in a Recession?

    This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

  • Food Inflation: What’s Behind It and How to Cope

    U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.

  • Why Small Businesses Should Pay Attention to Accessibility

    Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.

  • Planning to Quit Your Job? What to Know Before You Go

    Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

More Newsletters »

Calculators

  • Mortgage Acceleration

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

  • Estate Taxes

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

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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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