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.
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.
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.
This list is not comprehensive but does contain many of the top companies with which we do business:
American General/US Life
Aviva Life and Annuity Company
Banner Life/William Penn
ING Reliastar Life
Lincoln National Life
North American Company
SBLI of Massachusetts
United of Omaha/Companion of NY
West Coast Life
The Katz Nassau Agency is licensed in most states.
Raymer Malone, CFP® is currently licensed in:
Our network of professionals refers many different types of clients to Precision Planning, LLC. Some examples include: