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Premier Planning Professionals

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United States
Waterford, CT
Premier Planning Professionals

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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].

10/12/2026

A financial plan can look impressive on paper and still leave an important question unanswered:

💭 Does it actually reflect your life?

Your priorities change. Family circumstances evolve. Tax considerations shift. Retirement gets closer. A productive advisor relationship should have room for those changes rather than leaving the original plan untouched year after year.

🚩 Bill shares several red flags that it may be worth taking a fresh look at both the plan itself and the relationship behind it.

If this video raises a few questions about where things currently stand, Premier Planning Professionals would be glad to offer another perspective. Call 888-618-4861 to arrange a conversation with our team.

10/09/2026

📚 You shouldn't need a financial dictionary to understand your own money.

Bill regularly steps in front of the camera to tackle the questions we hear from people navigating retirement, taxes, estate planning, Social Security, and other important financial decisions. The goal is to make these conversations easier to follow so you can better understand the choices in front of you.

Because the more you understand, the better questions you can ask.💡

Have one for our team?

Call 888-618-4861 or use the link in the comments to start a conversation.

10/07/2026

There’s a big difference between knowing RMDs are coming and actually planning for them. 👀

The years before Required Minimum Distributions begin can be worth paying attention to. That time may provide opportunities to evaluate how future withdrawals could interact with the rest of a retirement income and tax strategy.

Bill breaks down why waiting until the first RMD arrives could mean missing some of that planning runway.

🙋 Want to get a clearer picture of what may be ahead? Call our team at 888-618-4861.

10/05/2026

An updated will doesn’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.

That’s what makes Bill’s story worth hearing.

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

🤔 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!

10/02/2026

🙋 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?

🗓 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

🗺 A map is helpful.
🧭 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. 👋

09/28/2026

Which retirement income source should you use first? 💵

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.

📞 Have questions of your own? Call our team at 888-618-4861.

09/25/2026

💬 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. 💬

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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