STABLE RISK-FREE GROWTH | SECURE RETIREMENT INCOME | PRINCIPAL PRESERVATION
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.