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The PLANit Group, LLC

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4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-638-2140
  • Fax:
    480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI


Newsletters

  • Accounts for Two: A Team Approach to Retirement Savings

    Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.

  • Concerned About Cyberattacks? The Threat Is Real

    Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.

  • Eight Ideas for Smarter Holiday Shopping

    Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.

  • Two Tax-Friendly Retirement Plans for the Self-Employed

    Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Estate Taxes

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

  • Cost of Retirement

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

  • Net Worth

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

More Calculators »

Contact Us

4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-638-2140
  • Fax:
    480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
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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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