STABLE RISK-FREE GROWTH | SECURE RETIREMENT INCOME | PRINCIPAL PRESERVATION
Transform Your Wealth Into a Legacy: Strategic Planning for High-Net-Worth Individuals
We help you grow, preserve, and enjoy your wealth—while ensuring lifetime income and tax-efficient legacy transfer.
Call (281) 468-1280
"The secret to wealth is simple: find a way to do more for others than anyone else does.”
— Tony Robbins
MISSION & PHILOSOPHY
At Protective Planning Concepts, we believe that retirement security should be built on strategies tailored to today’s financial needs. Our annuity advisor works to provide stability, growth, and the protection you need to face every stage of retirement with confidence.
We’re here to answer any questions you may have, as well as help you schedule your appointment with our financial consulting company. Check out the rest of our site to learn more about the services we offer and how we can help you secure your future. We’ve been helping people since 1983. When you need wealth management in Connecticut, we’re here for you. As an incredibly experienced financial consulting company, we are confident in our quality of work, always. Don't continue searching for wealth management in Connecticut. There is no better team to call than ours. Reach out to our experts at Protective Planning Concepts today.
WHAT WE OFFER
A Holistic Financial Toolkit — Beyond Just Annuities
Our recommendations are never product-first—they’re strategy-first. Depending on your needs, we utilize:
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Customized annuities (where appropriate)
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Private wealth management portfolios
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Indexed insurance vehicles
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Life insurance for tax-free retirement or estate transfer
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Real estate-backed products
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Long-term care strategies
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IRA and 401(k) optimization
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Asset-protected trust structures
“You must gain control over your money, or the lack of it will forever control you.”
— Dave Ramsey
OUR THREE-STEP WEALTH OPTIMIZATION PROCESS
DEEP DISCOVERY
We uncover your financial goals, family dynamics, risk tolerance, and legacy desires.
STRATEGY ENGINEERING
We design multi-layered wealth strategies to secure your income, protect your assets, and minimize taxes.
IMPLEMENTATION & MONITORING
With access to world-class financial instruments, we execute your plan and adapt it annually as life evolves.
CALL TO GET STARTED (281) 468-1280
Low-Risk Doesn’t Mean
Low-Return
We help clients leverage financial vehicles with principal protection and upside potential designed specifically for high-net-worth portfolios. Through structured investments, private contracts, and hybrid strategies, we help your wealth grow without unnecessary risk.
“Risk comes from not knowing what you’re doing.”
— Warren Buffett
Predictable Income, No Matter the Market
Whether you’re approaching retirement or already there, we can secure predictable lifetime income streams, freeing you from relying solely on stock market performance or 4% withdrawal rules. Our strategies are mathematically backed and legally guaranteed by top-rated institutions.
“Income is the outcome.”
— Tony Robbins
Protect What You've Built,
For You and Your Heirs
As your wealth grows, so does your exposure. We help shield your portfolio from:
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Lawsuits
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Market crashes
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Inflation
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Excess taxation
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Probate and estate erosion
Our asset protection strategies ensure you pass on more than money; you pass on peace of mind.
Why Affluent Clients Trust Us
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40+ years advising high-net-worth households
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$100M+ placed in customized wealth vehicles
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Independent: No quotas, no commissions from one-size-fits-all products
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We serve as fiduciaries, always putting your interests first
“Wealth is not about having a lot of money; it’s about having a lot of options.”
— Chris Rock
Elite Advisory Services, based in Connecticut,
Serving the Nation
We proudly serve Connecticut’s affluent community, but many of our clients come from around the U.S. seeking tailored wealth strategies. Whether you’re in Greenwich, Darien, or across the country, our guidance travels with you.
Let’s Strategize Your Legacy,
Your Wealth Deserves It
Take the first step toward a guaranteed, worry-free retirement with a personalized financial plan. By submitting your request, you are accepting a 10 minute phone conversation with Bob Anastas, Founder of Protective Planning Concepts, will be calling you from a 203 area code to discuss your request.