Michael Polin - Premier Planning Group Inc.

Michael Polin - Premier Planning Group Inc. I am committed to helping individuals identify and achieve their financial and lifestyle goals while positioning their assets to last for multiple generations.

We are committed to helping successful individuals, retirees, and business owners identify and achieve their financial and lifestyle goals.To assist our clients, we offer a diverse array of financial professionals to create customized financial strategies

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
11/04/2024

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

It isn't whether you should have auto insurance - it's what kind you should have.
11/01/2024

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Thinking of volunteering in retirement? Some considerations.
10/30/2024

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Self-employed? Learn more about your retirement plan options.
10/28/2024

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/25/2024

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/23/2024

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
10/21/2024

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Property taxes too high? Here are ways to potentially lower your assessment.
10/18/2024

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
10/16/2024

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
10/14/2024

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

You've allocated your assets; you just may not realize it yet.
10/11/2024

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Your   needs don’t stay the same when the nest empties, but what changes?
10/09/2024

Your needs don’t stay the same when the nest empties, but what changes?

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

Address

1260 Valley Forge Road Ste 107
Phoenixville, PA
19460

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16109179600

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