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.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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LET'S GET CONNECTED

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Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.