STABLE RISK-FREE GROWTH | SECURE RETIREMENT INCOME | PRINCIPAL PRESERVATION
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.
SOME OF THE PRODUCTS WE WORK WITH
Working With The Top Annuity Brands
OUR PROVEN PLANNING PROCESS
DISCOVER
We start by asking the right questions to understand your unique concerns, needs, and goals.
DESIGN
Through expert investment and wealth management techniques, we help craft a personalized plan tailored to your life stage.
IMPLEMENT
As your trusted investment advisor, we help you choose the right financial products from reputable sources, securing your future with confidence.
CALL TO GET STARTED (281) 468-1280
Stable, Risk-Free Investment Growth
We have helped clients place over $100 million into premium annuity products, offering market risk protection and a secure growth strategy.
With 40 years of experience, we provide Connecticut residents with tailored, low-risk financial solutions designed for steady income growth.
Why Choose Protective Planning Concepts?
Annuity Expertise You Can Trust: Seasoned annuity advisor Bob Anastas provides up-to-date insights on evolving annuity and financial products.
Client-Centered Financial Consulting: We’re focused on your goals, creating flexible, customized plans that put your needs first.
Proven Wealth Management Success: We specialize in helping clients select the best annuity and wealth management products, with a successful track record of placing over $100 million in secure annuity products
Local Expertise for Connecticut Residents
As experts in Connecticut’s financial landscape, our advisors understand local needs, offering strategies that maximize tax advantages and provide security for Connecticut retirees and investors.