We set out to build a firm that is different from the rest. Instead of feeling worried or anxious, you feel…

  • Loved.

    It’s good to have people you can trust in your corner. At Plan-it Financial, you’re surrounded by a talented, loyal, passionate team. Our clients are like extended family!

  • Client Experience
  • Organized.

    Keeping up with investment statements and other forms can be overwhelming. We simplify all of this so that you or your spouse will always know where to find things.

  • Smart.

    We love to share our knowledge and experience with you in every conversation. It helps ensure you make informed decisions.

  • Secure.

    Knowing that you and your family will be taken care of when life throws you a curveball. We can’t predict the future but we can certainly plan for it!

  • Empowered.

    Having an actual plan ensures that nothing is left to chance. We are here to guide you over the years to ensure your priorities are achieved.

The future may be unknown… Your plan shouldn’t be.

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Financial Planning

Our goal-based financial planning approach will clarify and define your priorities. Whatever stage of life you happen to be in, a solid financial plan will give you peace of mind and guide you closer to your goals.

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Personal Insurance

Good planning ensures you & your family are taken care of in the event of death or disability . Don’t take chances with your most valuable asset – you.

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Group Benefits

The success of your business relies on the strength of your people. We have access to a wide range of carriers and plan options including ‘insured’ and ‘self-insured’ plans. We don’t use a cookie cutter approach.

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