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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

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

  • When Buying Is Easy, Paying Later Can Be a Problem

    Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

  • Uncle Sam Wants to Know About Your Gig Income

    Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

  • Splurge or Save? Making the Most of Your Income-Tax Refund

    Did you receive an income-tax refund this year? This article looks at some ways to use it.

  • Where to Look for Lost and Forgotten Money

    States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

More Newsletters »

Calculators

  • Cost of Retirement

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

  • Life Expectancy

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

  • Lease Payment

    How much would your monthly lease payment be?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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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