View Our Customer Relationship Summary
Skip to main content
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
    • 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

The PLANit Group, LLC

4900 N Scottsdale Rd, Suite 4000 Scottsdale, AZ 85251

Phone:

  • 480-638-2140

Fax:

  • 480-638-2200

E-mail:

  • SDespres@FinancialGuide.com
  • LinkedIn Icon

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

  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

    This article explains the basics of capital gains taxes when selling a home.

  • Can Home Improvements Lower Your Tax Bill? It Depends

    Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.

  • Eight Ideas for Smarter Holiday Shopping

    Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.

  • HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

    This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

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. CRN202511-2998524

 

Home | Contact

  • Site Map