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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?