View Our Customer Relationship Summary
skip navigation

The PLANit Group, LLC

Contact Us

4900 N Scottsdale Rd
Suite 4000
Scottsdale, AZ 85251
  • Phone:
    480-638-2140
  • Fax:
    480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
  • LinkedIn Icon
  • 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
    • Calculators
    • Featured Links
    • Market Update
  • Account Access
    • Coverpath
    • Assetmark
    • MetLife eService
    • MassMutual
    • PFV
    • Investor360
  • About Us
    • Financial Planning
    • Why Choose Us
    • Our Business Beliefs
    • Our Associates
    • Workshops
    • Contact Us
  • Licenses
  • View Our Disclosures
    • Reg BI Disclosure
    • Customer Relationship Disclosure
  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

View Our Disclosures

Customer Relationship Disclosure

Reg BI Disclosure

Contact Us

4900 N Scottsdale Rd
Suite 4000
Scottsdale, AZ 85251
  • Phone:
    480-638-2140
  • Fax:
    480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
  • LinkedIn Icon

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. CRN202511-2998524

 

Home | Contact

  • Site Map