Our Company

Precision Planning, LLC is a referral based insurance planning practice. We primarily work with the clients of Financial Planners, Attorneys and Accountants. Our focus is on life, long term care, and disability insurance. Being independent, as well as providing case strategies designed by a CFP® credentialed agent, allows us to best serve our clients. We pride ourselves on exceptional service, creative insurance solutions, and strong partnerships with other professionals.

Referred to Us?

One of the valued professionals in your financial life has referred you to Precision Planning, LLC. Now what?

Getting started is easy. You can request an appointment for a time and day that are convenient to you.

Our initial consultation is typically a phone appointment. The presentation of any recommendations can be conducted on the phone, online or in person.

We will work side by side with the firm that referred you to us to make sure that our solutions properly fits your needs. We look forward to working with you.

Get To Know Us

Precision Planning, LLC was founded by Raymer Malone, CFP® as an organization designed to support and consult with Financial Planners, Attorneys and Accountants on their clients' insurance needs.

We provide this service through our partnerships, our experience, and our independent insurance agency, Katz Nassau Agency, Inc.

If you would like to engage our services as a professional, please feel free to contact us directly.

Visit Raymer's LinkedIn Page

Visit the Katz Nassau Agency, Inc. home page

Curious About Cost?

Whether you're a Financial Planner, Attorney, Accountant or you were referred to us as a client, sometimes you just want to get an idea of what a particular level of coverage might cost. Feel free to visit one of our quoting sites to get an idea.

Term and Permanent (without cash value) life insurance quotes will be generated instantly.

Permanent (with cash value) life, Long Term Care and Disability insurance quotes are custom designed and may take up to 48 hours before receiving your quote.

Term and Permanent (without cash value) Quotes

Permanent (with cash value) Life Insurance Quotes

Long Term Care Insurance Quotes

Disability Insurance Quotes