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

    • Money Market Funds in a Low Rate Environment

      Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

    • Consider a Roth Conversion for Tax-Free Income

      Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

    • Don’t Let a Disaster Keep the Lights Off Forever

      As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?

    • Accumulating Funds for Short-Term Goals

      Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

    More Newsletters »

    Calculators

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • Car Affordability

      How much can you afford to pay for a car?

    • College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    • Mortgage Acceleration

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

    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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