Who We Are

Shana Despres, CFP®, ChFC®, CASL®  Financial Planner is experienced and caring, supported by a staff of exceptional service professionals.

She is the team leader for The PLANit Group, LLCWith more than 20 years serving clients, Shana crafts each financial solution using her extensive financial and investment accreditations, business education, and honed consulting skills. But what she says matters most is the genuine relationship, thorough service and big picture, in-depth life planning they receive working with a team they trust.

Clients also benefit from having our Financial Planning Specialist Brian Urciuoli run the plan through scenario testing to help ensure it is both solid and straight-forward to understand. Robert Gershkowitz and Heidi Engel make sure each client has personal attention and a smooth experience throughout the long-term relationships the team builds.

 

What We Do

We work with successful, motivated professionals and business owners to help create organized security in their lives by helping ensure their financial world aligns with their goals.

For our business owner clients, we help them understand how to get the maximum benefits from their business.

Even in times of change or uncertainty, we help our clients feel they are in control of their money and their future, equipped with a complete and accurate portrayal of where they are and how they are going to get where they want to go. We take the time to fully understand our clients and use honest, straightforward explanations to help them put what they've worked hard for to work for them.

 

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. CRN202102-244036

 

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