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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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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

Financial Planning

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

Financial Planning

Newsletters

  • Baseball Lessons That Might Help Change Up Your Finances

    Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

  • Mutual Funds: Do You Know What’s in Your Portfolio?

    It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

  • Company Stock and Your Retirement Strategy

    This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.

  • Grandparent 529 Plans Get a Boost Under New FAFSA Rules

    Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.

More Newsletters »

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Estate Taxes

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

  • Car Affordability

    How much can you afford to pay for a car?

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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