What are the opening hours?

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

Premier Planning Professionals

Home
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].

07/21/2026

When people think about estate planning, they often focus on the cost of creating a trust...

What doesn't get discussed as often is the cost of not having one. 💸

Probate can take time, create additional expenses, and add complexity for family members during an already difficult period. In some situations, those costs may end up exceeding what it would have taken to put a plan in place from the start.

Every family's situation is different, but understanding your options is an important first step.

🤔 Wondering how prepared you are? Use the link in the comments to take our Legacy & Estate Planning Quiz.

07/19/2026

Happy Anniversary to Tim & Jamie Fava! 🥂

Today we’re celebrating a couple who truly embody what matters most: faith, family, love, and enjoying life together.

Wishing you both a fantastic anniversary and many more great years ahead!

07/17/2026

Today we’re celebrating David Bellisle! 🎉

As a Financial Advisor and Insurance Broker, David brings experience and a genuine passion for helping people prepare for the future.

Outside the office, many people know David for his love of bourbon tastings and the energy he brings to every room he walks into.

David, we hope you have a fantastic day and an even better year ahead. Happy Birthday from all of us at Premier Planning Professionals!

07/15/2026

Most people don't spend much time thinking about financial planning until a major life decision is right in front of them.

Retirement. Taxes. Insurance. Estate planning. These are some of the biggest financial decisions families will ever make, yet many people are left trying to navigate them on their own.

If you'd like to talk through your goals and questions, use the link in the comments to schedule a conversation with our team. 👋

07/13/2026

Sometimes the biggest financial risks are the ones nobody talks about...

An estate plan that was never created.
Cash that hasn't had a purpose in years.
A retirement strategy that doesn't account for taxes.

Most people aren't taught how these pieces fit together, which is why planning matters. 🧩

Give us a call at 888-618-4861 to learn more about how we help families build a plan with greater clarity and confidence.

07/10/2026

One of the best parts of these events is seeing people take time to invest in their future. 👏

Our workshops are designed to help make retirement planning conversations easier to understand, covering topics like taxes, retirement income, estate planning, and more.

No pressure. Just education and real conversations.

We’re continuing to host events across Connecticut throughout the year. Use the link in the comments to find a workshop near you.

07/08/2026

Estate planning isn't really about preparing for yourself. It's about making life a little easier for the people you care about most during a difficult time.

If you've been meaning to get these conversations started, now may be a good time.

🧑‍💻 Visit our website (link in comments) to learn more about our services and how we help families create a plan for what comes next.

07/06/2026

Your retirement account balance may not tell the whole story... 👀

Taxes can play a bigger role in retirement than many people expect.

That's why planning isn't just about how much you save. It's also about how much you may be able to keep.

Curious what your future tax bill could look like?

👉 Use the Tax Bill Calculator in the comments to explore your numbers.

07/04/2026

Stars, stripes, fireworks, family time.

As America celebrates 250 years, we hope this holiday weekend brings plenty of moments to relax and enjoy the people who matter most.

Wishing everyone a safe and Happy Fourth of July weekend from the Premier Planning Professionals team!

07/01/2026

Some of the most expensive financial mistakes start with assumptions... 💸

Many people believe Social Security will cover most of their retirement income, taxes automatically go down in retirement, or a will avoids probate. In reality, those beliefs don't always match how things work.

Good planning starts with understanding the facts and asking the right questions before important decisions are made.💡

Curious how taxes could impact your retirement income? We've provided a free tax calculator (link in comments) to help you explore your numbers.

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/

Alerts

Be the first to know and let us send you an email when Premier Planning Professionals posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing