Marc D'Elia Clu, Chfc, Wmcp Email & Phone Number

Premier Planning Partners is a retirement planning and wealth management firm located in Largo Florida. I believe the goal of financial planning is to achieve financial independence and eliminate longevity risk so that working is an option and the risk of running out of money is reduced. We educate you on IRA's, 401k strategies and other retirement saving options. Using these plans in a variety of combinations can help toward achieving financial independence.We will adapt to the ever changing financial needs of your family or business by always providing you with diligent, educated and versatile strategies that are realistic for your needs and budget.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Retirement Income Strategies, Saving For Education, Wealth Management, Series 7, and 42 others.

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  Owner

  Premier Planning Partners

  Apr 2003 - Present - Largo, Florida

  Financial Planning for individuals and businesses. This encompasses budget analysis, estate / asset protection, investment services, retirement, tax reduction and estate planning. I hold my Series 7, 63 & 65 securities license through LPL Financial.----------------------------------------------------------------------------------------------------Securities and advisory services offered through LPL