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Premier Planning Professionals

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United States
Waterford, CT
Premier Planning Professionals

Wealth Management & Estate Planning Fiduciary
"Link in bio" ⬇️
linktr.ee/premierplanningpros 𝗔 𝘀𝗼𝗹𝗶𝗱 𝗳𝘂𝘁𝘂𝗿𝗲 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴 𝗽𝗹𝗮𝗻. You own it all!

At Premier Planning Professionals, we believe that dreams and finances deserve to be treated holistically. That’s why we have built an agency that puts 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗳𝗶𝗿𝘀𝘁, and our fierce independence allows us to design 𝘁𝗮𝗶𝗹𝗼𝗿-𝗺𝗮𝗱𝗲 retirement plans for every individual. We work to provide guidance and empower our clients with knowledge in the areas of:
✔️ INVESTMENT MANAGEMENT
✔️ MEDICARE & HEALTHCARE

PLANNING
✔️ RETIREMENT INCOME STRATEGIES
✔️ TAX PLANNING
✔️ LIFE INSURANCE/FINAL EXPENSE PLANNING
✔️ MORTGAGE PROTECTION
✔️ LEGACY PLANNING

You’ve created your life. We can help you protect it.

𝗔𝗚𝗘𝗡𝗧𝗦 & 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗦
We provide access to all the best carriers, the best products, and the highest compensation structure. Unlike typical large companies with all the "hair cuts" along the way, our agents and advisors will keep all their commissions and receive direct payment from the carriers while still benefiting from a strong agency behind them. PPP offers:
☑️ INDUSTRY-LEADING TRAINING
☑️ LEAD GENERATION
☑️ TECHNOLOGY: fintech/CRM systems
☑️ COMPANY EMAIL
☑️ A PERSONAL WEBPAGE
☑️ LIFETIME RENEWALS – Vested from Day 1
☑️ The ability to SELL YOUR BOOK when you retire. Are you looking for your next home? Unhappy with middle management making all the money while you grind it out in the field? Considering entering the insurance or finance industry? Unhappy with your current income? Fed up with low commissions and still having to pay off the top for so-called support (that you may not get)? Tired of being treated like an employee when you are self-employed?

𝗥𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝘁𝗼 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲! 888-618-4861📲

Apply via email at [email protected].

06/03/2026

Today we’re celebrating Anjuli Beyer, Co-Founder & General Counsel at Premier Planning Professionals. 🎉

Her leadership, strategic insight, and dedication have helped shape the foundation and continued growth of our firm.

Anjuli, we’re grateful to have you leading the way with us. Hope your birthday is a great one!

06/01/2026

Most people stay on top of dentist appointments, oil changes, and haircuts.

But financial planning? That often gets pushed off for years.

Reviewing income, tax strategies, investment risk, and legacy goals matters over time. If you’ve been meaning to revisit your plan, now’s a great time to start the conversation.
📞 888-618-4861 or 📲 (link in comments)

05/29/2026

💭 Think your retirement plan is complete?

It’s easy to focus on savings and investments, but retirement planning often includes more than that. Healthcare costs, long-term care, and protecting your family can all play a role in how things unfold over time.

When one piece is overlooked, it can affect the rest of the plan. That’s why a more connected approach can make a difference. One that looks at the full picture, not just part of it.

If you’re ready to take a closer look, our team is here to help. 🔍

05/27/2026

Estate planning often focuses just as much on protecting families during difficult moments as it does on deciding who gets what. It can outline who manages finances if someone can’t, how assets are distributed, and how loved ones receive support.

In other words, an estate plan isn’t only about money. It’s about making sure the right people are supported, and families have a clear path forward when they need it most.

Click the link in the comments to take your Retirement Readiness Quiz.

05/25/2026

Memorial Day is often seen as the start of summer, but its meaning runs much deeper. 🇺🇸

It’s a day set aside to honor those who gave their lives in service to our country, and to recognize the families who supported them along the way. Their sacrifice is the reason so many freedoms are possible today.

Taking a moment to reflect on that meaning helps keep their legacy alive.

05/22/2026

It was our pleasure to support the K-9 Barrett Memorial Animal Control Facility and help provide something that will make life a little better for the animals in their care. Thank you to everyone involved in making this incredible facility a reality. Looking forward to the grand opening on June 13th and all the good it will do for our community’s pets. 🐾

05/21/2026

After seeing firsthand how a lack of planning can affect loved ones, the mission became clear: help others avoid that burden.

This work is about finances, but it’s also about family. That purpose has now come full circle.

Real financial planning also includes who it affects tomorrow.

05/19/2026

Strong financial planning is often built on collaboration, and Ben Carter is an important part of that process.

As a paraplanner, Ben helps support the research, preparation, and structure that go into delivering thoughtful strategies for our clients. His attention to detail and consistency help ensure everything runs smoothly behind the scenes.

Ben, thank you for your hard work and dedication! Wishing you a Happy Birthday! 🎂

05/17/2026

Think a Roth IRA is off limits because of income rules?
There may still be another path worth understanding. 👀

Some retirement savers contribute to a traditional IRA first, then later convert those funds to a Roth. This process allows taxes to be paid now on the converted amount, which may create tax-free income potential later.

Having both tax-deferred and tax-free accounts may help provide flexibility when planning withdrawals.

Want to understand what taxes could look like in your own retirement?

🧮 Use the tax bill calculator through our link in the comments to explore your potential future tax liability.

05/15/2026

💭 Strong financial plans are often the result of collaboration.

Behind the scenes, our team spends time reviewing strategies, discussing different approaches, and working through the details that shape each client’s plan.

When multiple perspectives come together, it often leads to more well-rounded solutions. 🤝

If you’d like to start a conversation about your own plan, our team is here when you’re ready.

Address

567 Vauxhall Street, Executive Suite 118
Waterford, CT
06379

Opening Hours

Monday	7am - 5pm
Tuesday	7am - 5pm
Wednesday	7am - 5pm
Thursday	7am - 5pm
Friday	7am - 5pm
Saturday	9am - 3pm

Telephone

+18886184861

Website

https://linktr.ee/premierplanningpros, https://premierplanningprofessionals.com/

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