The PLANit Group, LLC
  • Home
  • Individuals and Families
    • Family and Life Changes
    • Preparing for the Future
    • Unexpected Hardships
    • Wealth Accumulation
  • Businesses
    • Employee Benefits
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
    • Request a Quote
  • Resources
    • Featured Links
    • Market Watch
      • Detailed Quote
      • Symbol Lookup
      • Multi Quote
    • Market at a Glance
  • Account Access
    • Assetmark
  • About Us
    • Our Financial Process
    • Why Choose Us
    • Our Business Beliefs
    • Our Associates
    • Workshops
    • Licenses
    • Contact Us

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
  • LinkedIn

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

  • Do ETFs Belong in Your Portfolio?

    Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?

  • HOT TOPIC: Revisiting the 4% Rule

    For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

  • Watch Out for These Financial Pitfalls in the New Year

    Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.

  • Five Tips to Regain Your Retirement Savings Focus in 2021

    This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

More Newsletters »

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • 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.

 

Home | Contact

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck