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

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].

06/24/2026

Looking successful is easy.
Building long-term financial security usually takes a little more work.

Without a plan in place, it’s easy to spend years accumulating assets without a real structure behind them.

📑 A strong financial strategy should do more than grow wealth. It should help support the life someone wants to live later on.

If it’s time to revisit the bigger picture, use the link in the comments to connect with our team.

06/22/2026

A lot of people assume they’re “set” for retirement because they have a 401(k), an IRA, or a pension... ⚠️

But retirement planning is rarely that simple.

The financial side is only one piece of the picture. Healthcare costs, long-term care needs, insurance protection, taxes, and lifestyle goals can all affect how retirement actually feels years down the road.

A successful retirement usually isn’t defined by a single dollar amount. More often, it’s about having the flexibility and resources to continue living life on your terms.

06/19/2026

A lot of people spend years saving for retirement… but very little time learning how retirement actually works.

📚 Our educational workshops are designed to help break down topics like retirement income, taxes, Social Security, estate planning, and healthcare in a way that feels approachable and practical.

We host these events in communities across Connecticut because we believe good financial education should be accessible and easy to engage with.

Visit our events page (link in comments) to find an upcoming date near you and reserve your seat.

06/17/2026

🔊 Most people don’t want more financial noise...

They want clarity. That’s why thoughtful planning matters so much. Not because life is predictable, but because preparation can help people feel more grounded when the future feels uncertain.

Retirement planning is personal. The strategy should be too.

If you’ve been thinking about your next steps lately, use the link in the comments to connect with our team.

06/15/2026

Retirement planning usually isn’t about chasing trends or timing markets perfectly. It’s often about making smart decisions consistently over time:
✔️ Tax strategy
✔️ Income planning
✔️ Protecting what matters
✔️ Preparing before retirement gets close

That kind of planning rarely happens overnight. If your financial strategy has been sitting on the back burner, this may be a good time to revisit it.

Use the link in the comments to connect with our team.

06/12/2026

No matter how busy life gets, family has a way of keeping everything in perspective.

Photos like this are a reminder that success isn’t only measured by accomplishments or milestones. Sometimes it’s simply about appreciating the people who’ve been there through every chapter along the way.

At the end of the day, family is often the foundation everything else is built on. 💙

06/10/2026

👫 Every family brings different circumstances into retirement...

Health concerns.
Survivor income needs.
Children or grandchildren.
Long-term care considerations.
Tax planning.

The list changes depending on the people sitting across the table. That’s why preparation matters so much.

Good planning often means thinking through multiple scenarios ahead of time instead of reacting in the moment. Not to find one perfect solution, but to build flexibility into the future. 🌄

06/08/2026

The longer someone works in financial planning, the more they realize this business is really about people.

The clients who become like family.
The conversations that go beyond money.
The trust built over years of showing up and doing what’s promised.

That’s the culture we care deeply about at Premier Planning Professionals.

If you’d like to learn more about the people behind our team, check out the link in the comments.

06/05/2026

🤝 Hiring a financial advisor is a big decision. But surprisingly, many people don’t know what questions to ask before they do.

A good conversation should go beyond investment returns. Retirement income, tax efficiency, estate planning, and protecting assets over time are all part of the bigger picture.

The goal isn’t simply finding someone to manage money. It’s finding someone who can help build a strategy around your life and your future. 🌅

If you’ve been thinking about starting that conversation, use the link in the comments to connect with our team.

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!

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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