Broker Check

Planning Partners, LLC

(860) 693-9916

Our Services

We work with you through every stage of financial and wealth planning--from accumulation to management to distribution. Our services include:

Investment Advisory Services

  • Investment planning and asset allocation analysis
  • Retirement planning--Income needs and distribution strategies
  • Planning for college expenses
  • Cash Flow analysis


Investment Products

  • Mutual funds
  • Individual stocks and bonds
  • College savings plan
  • Retirement accounts
  • Traditional and Roth IRAs, IRA Rollovers


Insurance Products

  • Annuities (fixed and variable)
  • Life Insurance (term & permanent)
  • Long-Term Care Insurance
  • Long-Term Disability Insurance
 

Have A Question?







Thank you! Oops!

Recommended Content

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.