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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.