Premier Planning Professionals

Premier Planning Professionals Wealth Management & Estate Planning Fiduciary
"Link in bio" โฌ‡๏ธ
linktr.ee/premierplanningpros ๐—” ๐˜€๐—ผ๐—น๐—ถ๐—ฑ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ ๐˜€๐˜๐—ฟ๐—ผ๐—ป๐—ด ๐—ฝ๐—น๐—ฎ๐—ป. You own it all!

At Premier Planning Professionals, we believe that dreams and finances deserve to be treated holistically. Thatโ€™s why we have built an agency that puts ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜, and our fierce independence allows us to design ๐˜๐—ฎ๐—ถ๐—น๐—ผ๐—ฟ-๐—บ๐—ฎ๐—ฑ๐—ฒ retirement plans for every individual. We work to provide guidance and empower our clients with knowledge in the areas of:
โœ”๏ธ INVESTMENT MANAGEMENT
โœ”๏ธ MEDICARE & HEALTHCARE PLANNING
โœ”๏ธ RETIREMENT INCOME STRATEGIES
โœ”๏ธ TAX PLANNING
โœ”๏ธ LIFE INSURANCE/FINAL EXPENSE PLANNING
โœ”๏ธ MORTGAGE PROTECTION
โœ”๏ธ LEGACY PLANNING

Youโ€™ve created your life. We can help you protect it.

๐—”๐—š๐—˜๐—ก๐—ง๐—ฆ & ๐—™๐—œ๐—ก๐—”๐—ก๐—–๐—œ๐—”๐—Ÿ ๐—”๐——๐—ฉ๐—œ๐—ฆ๐—ข๐—ฅ๐—ฆ
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:
โ˜‘๏ธ INDUSTRY-LEADING TRAINING
โ˜‘๏ธ LEAD GENERATION
โ˜‘๏ธ TECHNOLOGY: fintech/CRM systems
โ˜‘๏ธ COMPANY EMAIL
โ˜‘๏ธ A PERSONAL WEBPAGE
โ˜‘๏ธ LIFETIME RENEWALS โ€“ Vested from Day 1
โ˜‘๏ธ 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?

๐—ฅ๐—ฒ๐—ฎ๐—ฐ๐—ต ๐—ผ๐˜‚๐˜ ๐˜๐—ผ ๐—ผ๐˜‚๐—ฟ ๐˜๐—ฒ๐—ฎ๐—บ ๐˜๐—ผ ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป ๐—บ๐—ผ๐—ฟ๐—ฒ! 888-618-4861๐Ÿ“ฒ

Apply via email at [email protected].

10/05/2026

An updated will doesnโ€™t automatically mean every part of an estate plan is up to date.

Beneficiary designations can be easy to overlook, especially when an account has been sitting untouched for years.

Thatโ€™s what makes Billโ€™s story worth hearing.

Major life changes are a good reason to revisit more than the paperwork we tend to think of as an โ€œestate plan.โ€ It can also mean checking the names attached directly to financial accounts.

๐Ÿค” Not sure when yours were last reviewed? Call our team at 888-618-4861 to start the conversation.

10/04/2026

Thank you, Premier Planning Professionals (Anjuli and Bill Beyer), for your kind donation of treats and toys to the K9 Barrett Memorial Animal Control Facility. The fur babies will enjoy them very much. Kindness is contagious!

๐Ÿ™‹ A room full of questions is our kind of room.Our educational events give people an opportunity to step away from the n...
10/02/2026

๐Ÿ™‹ A room full of questions is our kind of room.

Our educational events give people an opportunity to step away from the noise and have conversations that may help them think differently about their own financial planning.

Here's Bill spending some time with one of our recent groups. We always appreciate everyone who comes ready to learn.

Interested in joining us at a future event?

๐Ÿ—“ Use the link in the comments to browse what's coming up and register for a date and location that fits your schedule.

09/30/2026

๐Ÿ—บ A map is helpful.
๐Ÿงญ A guide can help when the route changes.

That's how we think about retirement planning.

A written plan creates direction, but life won't always follow the original itinerary. Your circumstances can change. Your goals can evolve. New decisions will come along.

Your retirement strategy should have room to adapt with you.

As we wrap up this five-part series, that's the thought we'd leave you with: don't just create the plan and put it on a shelf. Keep the conversation going.

Ready to start yours? Use the link in the comments to connect with our team. ๐Ÿ‘‹

09/28/2026

Which retirement income source should you use first? ๐Ÿ’ต

A strategy that looks great for Social Security alone may look different once you factor in investment withdrawals, taxes, Roth conversion opportunities, and Medicare.

Income planning is less about finding the "best" decision in isolation and more about understanding how one choice affects another.

We're almost to the finish line. Stay tuned for Part 5, the conclusion of our series.

๐Ÿ“ž Have questions of your own? Call our team at 888-618-4861.

๐Ÿ’ฌ A good financial conversation shouldn't end when the meeting does.That's why we're committed to creating educational v...
09/25/2026

๐Ÿ’ฌ A good financial conversation shouldn't end when the meeting does.

That's why we're committed to creating educational videos that you can watch on your own time, whether you're learning about retirement income, tax planning, estate planning, Medicare, or other important financial topics.

If you're looking for practical retirement planning insights, visit the link in the comments to explore our YouTube channel.

09/23/2026

What happens if you retire a year earlier?
Or delay Social Security?
Or change how much you're withdrawing from your retirement accounts?

Retirement decisions can have ripple effects across your income, taxes, and even Medicare costs. A written plan gives you a chance to explore different scenarios before deciding which direction makes sense.

Stay tuned for Part 4, and use the link in the comments if you'd like to start a retirement conversation of your own with our team. ๐Ÿ’ฌ

09/21/2026

There's no universal answer to "How much is enough for retirement?"

Because retirement isn't universal either. ๐Ÿคท

Health, longevity, inflation, market changes, family goals, travel, and the legacy you hope to leave can all influence what your savings may need to support.

That's why a retirement number without context only tells part of the story. A better plan starts by defining the life those savings are meant to fund.

๐Ÿง‘โ€๐Ÿ’ป Stay tuned for Part 3 as we continue the conversation.

A good question can change the direction of your retirement planning.That's why we enjoy hosting educational workshops t...
09/18/2026

A good question can change the direction of your retirement planning.

That's why we enjoy hosting educational workshops that encourage conversation and practical planning.๐Ÿ’ก

Whether you're thinking about retirement, already retired, or simply looking to better understand your options, our goal is to make these topics easier to navigate.

๐Ÿ™‹ Ready to join us at an upcoming event? Visit the link in the comments to explore our upcoming workshops and reserve your spot.

09/16/2026

You've spent decades watching your retirement accounts grow.

Now you're supposed to watch the balance go the other direction? ๐Ÿ’ธ

That's a bigger adjustment than many people expect.

Retirement requires a completely different relationship with the money you've saved. Instead of focusing solely on accumulation, the question becomes how to turn those savings into income you can actually feel comfortable using.

We're just getting started with this conversation.

๐Ÿ‘€ Stay tuned for Part 2 of our five-part series. Have a question about your own retirement? Call us at 888-618-4861.

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

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