The PLANit Group, LLC
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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 address: 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

    • Why You Might Need Disability Income Insurance

      This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.

    • Three Lessons from Retirees

      A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

    • Indexed Annuities: A Strategy to Turn Savings into Retirement Income

      Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.

    • Investing in UITs

      A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?

    More Newsletters »

    Calculators

    • Retirement Plan Early Distribution

      Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

    • IRA Eligibility

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

    • Lease Payment

      How much would your monthly lease payment be?

    • Net Worth

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

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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. CRN202209-266176.

     

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