GROUP BENEFITS
Planning Affiliates offers Financial Benefit Programs, Products, Services and more to Groups. Whether your an employee of a company, member of an organization or associated with a special group, we can offer special programs, products and services to help with your Financial Planning needs.
Financial Benefit Programs for Associates.
Take advantage of special financial programs, quality products, and professional services as offered by Planning Affiliates to members of your group.
Financial Planning
From simple questions to comprehensive financial planning, we can help you plan for a secure future.
Asset Management
Get help managing your assets while working with an experienced advisor.
Insurance Protection
We can help you protect what’s important with a diverse range of insurance products and services.
Resource Center
We offer a wide range of educational and information resources to help your planning needs.
Benefits for Members of Groups
Financial Products and Services for Businesses, Associations, Professionals and Lifestyles.
Company Benefits
Full service benefit programs for businesses of any size, custumized to your specific needs.
Association Benefits
Special benefit programs for members of organizations including associates and family members.
Professional Benefits
Specialized benefits for your profession designed to meet your unique needs.
Lifestyle Benefits
Benefits for lifestyle categories including healthy living, fitness, volunteers and more.
Let’s Connect
Learn more about the programs, products and services that may be available to members of your group.
