Home - Premier Planning Professionals

IT’S TIME TO FOCUS

ON YOUR FUTURE.

You deserve a secure retirement after dedicating your life to working and providing stability for yourself and your loved ones. At Premier Planning Professionals, We are committed to helping our clients plan for that journey and prepare for the retirement they dream of. We believe that dreams and finances deserve to be treated holistically. That’s why we prioritize the humanity of our clients over their net worth. Our independence allows us to custom-curate financial plans for multiple income levels to help get you to the future you envision.

NOTE: BIO SECTION BELOW USES CUSTOM CSS. YOU ONLY NEED TO ALTER THE TEXT OR DUPLICATE BIOS. CUSTOM CSS TAKES CARE OF THE REST. SEE CHRIS PASCHALL FOR QUESTIONS.

BILL BEYER

Financial Advisor & Insurance Broker

INVESTING IN PEOPLE.

BUILDING STRONG FOUNDATIONS.

Bill Beyer has always understood the grit and determination it takes to build a stable life. The son of blue-collar workers, he values the hard-working American. The genesis of Bill’s journey in the financial sector stems from deeply personal experiences within his own family. Witnessing the arduous six-year battle that his grandmother bravely fought against lymphoma was a catalyst for Bill’s mission. Seeing her journey, especially the unfortunate consequence of needing convalescent care that led to the depletion of her hard-earned assets and independence, profoundly impacted Bill’s perspective.

This eye-opening family experience instilled in Bill a resolute commitment to ensuring that individuals and families across the nation are equipped with robust financial strategies to protect their assets, secure their futures, and maintain their independence, regardless of life’s unforeseen challenges. Bill Beyer is a seasoned expert with over 15 years of invaluable experience in the industry. Fueled by a desire to provide unparalleled service and dedicated guidance, Bill transitioned from a tenure at a large corporate firm to create an independent advisory agency, driven by a passion for truly serving clients’ needs. Premier Planning Professionals, a distinguished national insurance and financial planning agency founded by someone who truly has lived through the experiences he now helps prevent.

Premier Planning Professionals stands as a testament to Bill’s unwavering dedication to offering personalized, client-centered financial solutions. The agency’s ethos revolves around empowering clients to navigate the intricate landscape of insurance and financial planning with clarity and confidence. With a wealth of industry insight and a strong foundation in compassionate service, Bill and the team at Premier Planning Professionals prioritize understanding each client’s unique circumstances. They craft tailored strategies aimed at safeguarding assets, optimizing investments, and fortifying financial security, ensuring that clients are well-equipped to navigate life’s uncertainties without compromising their hard-earned prosperity.

Through a combination of expertise, integrity, and a steadfast commitment to client success, Premier Planning Professionals stands poised to redefine the paradigm of insurance and financial planning. Bill’s vision is not merely about securing financial stability but about empowering individuals and families to live their lives with confidence, knowing that their futures are safeguarded against the unexpected.

At Premier Planning Professionals, Bill and the dedicated team are devoted to helping clients achieve their financial aspirations and preserve their legacies, embodying the belief that meticulous planning today leads to a more secure and fulfilling tomorrow.

DAVID BELLISLE

Financial Advisor & Insurance Broker

David J Bellisle, born and raised in Putnam, CT in 1967, found his roots firmly planted in Danielson, CT after becoming engaged to his wife Carol in 1993. With three decades of marriage under their belt, David and Carol have built a loving family that includes two daughters and a cherished grandson.

Raised with strong family values by his late father, David learned early on the importance of integrity and the power of a handshake. His father’s timeless wisdom, “The only person that can tarnish your name is you,” continues to serve as a guiding principle in David’s life and career.

Despite earning a bachelor’s degree in electronics engineering, David’s life took a different turn after his mother’s courageous battle with breast cancer in 1993. Inspired by her resilience and determined to make a positive difference, he transitioned into the insurance and finance industry with a newfound passion for assisting families in navigating life’s uncertainties. David’s personal motto, “I treat every client like they were my own parents or family,” underscores his unwavering commitment to providing exceptional service and support.

David thrives on building personal connections, preferring face-to-face interactions where he can sit down at his client’s kitchen table, listen to their needs, and develop customized solutions for their life and retirement goals.

Beyond his professional endeavors, David finds joy in pursuing his passions for travel, golfing, fishing, and hunting. He treasures moments spent with his family, whether exploring the great outdoors or simply enjoying each other’s company at home.

With his dedication to integrity, personalized service, and community, David Bellisle is a trusted advisor and valuable asset to both his clients and the Premier Planning Professionals team.

CANDICE KIRCHNER

Insurance Broker

Candice is a compassionate insurance professional with a deeply personal connection to the industry. Inspired by her own family’s journey through medical challenges, she embarked on a career in insurance after witnessing her parents’ resilience in the face of adversity.

After watching her parents battle cancer and experiencing the financial strain it placed on her family, Candice felt compelled to make a difference in the lives of others facing similar circumstances. Her father’s medical journey, which included numerous surgeries and the eventual amputation of his leg, taught her the importance of comprehensive health coverage and financial preparedness during times of crisis. Witnessing her mother’s dedication as a full-time caregiver further fueled Candices’s determination to assist individuals and families in navigating the complexities of insurance.

With a bachelor’s degree in Exercise Science from Colorado State University-Pueblo and an MBA from New England College of Business and Finance in Boston, MA, Candice brings a unique blend of academic knowledge and real-world experience to her role as an insurance agent. Her background as a Volunteer Firefighter/EMT for 16 years reflects her commitment to serving her community and helping others in times of need.

Outside of her professional pursuits, Candice is an avid pool player with the APA, demonstrating her competitive spirit and love for social interaction. She shares her home in Brooklyn, CT, with her fiancé Jeff and their two beloved dogs, embodying her passion for animals and nurturing relationships.

Driven by her personal experiences and fueled by her desire to make a positive impact, Candice is dedicated to empowering her clients to make informed decisions about their insurance coverage, particularly as they plan for retirement and prioritize their health and well-being. Her genuine care for others and her commitment to excellence make her a valuable asset to the Premier Planning Professionals team.

Darren Leavitt, CFA^®

Consultant

Foundations Investment Advisors, LLC

Ernest C’DeBaca JD, LLM, CFP^®

Consultant

Foundations Investment Advisors, LLC

A SOLID PLAN FOR AN

INDEPENDENT FUTURE.

At Premier Planning Professionals, our name says it all. A solid future starts with a strong plan, and our team has the knowledge to help you on your financial journey. We have built a practice that puts clients at the core, and our fierce independence allows us to design tailor-made plans for the individual. Our mission is to help you build a sturdy foundation that will enable you to live your life on your terms. You’ve created your life. We can help you protect it.

HOLISTICALLY BUILDING

HOLISTICALLY
BUILDING

YOUR FUTURE.

Our expertise lies in crafting holistic financial plans designed to help empower you to live freely. Our team strives to educate our clients through personalized, relevant services that will give you a sturdy financial foundation and help you live out your dreams for retirement. At Premier Planning Professionals, we want to help you find your way to an independent future with retirement planning, insurance, Medicare, and tax management, all while hedging for inflation and prioritizing lifestyle preservation. By laying the groundwork now, we can help you plan for a reliable future that you can be excited about

HOLISTIC PLANNING FOR EVERYONE

WEALTH MANAGEMENT

Our Financial Professionals help Americans of all ages build and manage a strong portfolio.

SOCIAL SECURITY AND PENSION

Social Security, Pension, and 401K options are tricky and confusing. Don’t make the wrong decision. Let a planning professional help you today.

MORTGAGE PROTECTION

Americans’ largest debt is usually their mortgage. Have you considered how that debt would affect your loved ones?

FINANCIAL LITERACY CLASSES

Access to our planning professionals proprietary Finance 101, 201, and 301 courses. Great for young adults, children and retirees.

CAREERS

Premier Planning Professionals specializes in the development, training, and ongoing support of financial and insurance professionals. Inquire today for a look at our opportunity.

MEDICARE

Got Medicare? Premier Planning Professionals can help! With access to all the carriers in the country, our team of agents and advisors will find the right plan for you!

LIFE INSURANCE AND ANNUITY

Life Insurance and Annuities can be complex. Don’t let the competition try to fit a square peg in a round hole when it comes to your retirement and loved ones. Let our planning professionals find the right product, from the right carrier, for the right price.

FUNERAL AND FINAL EXPENSE

The average funeral and final expense costs in the US have exponentially increased year after year. Just as the cost of living continues to rise so does the cost of dying. Do you have a plan in place?

TAX PLANNING

Don’t let Uncle Sam take any more of your hard earned money. Let our planning professionals help reduce your tax liability today.

WHAT DOES YOUR PLAN

LOOK LIKE?

888-618-4861

info@premierplanningpros.com

PremierPlanningProfessionals.com