Home | Premier Planning Partners

Guiding clients toward financial freedom

As featured in a recent issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management.

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What Sets Us Apart

Visit our office and you’ll observe one consistent, overriding philosophy that distinctively defines the way we do business: “Serve, First, Last and Always^SM.”

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Blueprint For Succession Planning

The equity that small business owners build in their companies represents a valuable personal asset. But in a privately-held company, how can equity be converted to liquid cash when the owner exits the business?

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Create an investment plan to achieve your goals.

Ready to take control of your financial future? Start by selecting a goal that is most important to you.

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Comprehensive Financial Planning

We create one customized solutions for your every need.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Marc D'Elia CLU®, ChFC®, WMCP® | Wealth Strategist

Our business is built on a foundation of thoughtful client relationships.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

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Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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LET'S GET CONNECTED

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What to Do with a Windfall

"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.