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

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