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Welcome To Preferred Planning Concepts

Preferred Planning Concepts, LLC is an independent financial services firm located in the Chicagoland suburb of Des Plaines, IL.  We provide comprehensive and personalized financial advice and services for individuals, professionals, and businesses.  

Whether you're interested in preparing for retirement, building an investment portfolio, saving for college, finding the right insurance solution, transitioning your business or maximizing your employee benefits, we can help.

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a significant role.  

Explore Retirement Info

Investing

Some principles and strategies can enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that can ensnare some investors. 

Details On Investing

Estate Planning

Effective estate planning enables you to manage your affairs during your lifetime properly and to protect the legacy you leave behind.  

Learn More About Estate Planning

Insurance

A sound insurance strategy can help protect your family from potentially catastrophic financial consequences of unforeseen events.  Click below to explore content on insurance-related topics. 

Insurance Insights

Market Commentary

Links to market commentary we feel could be of interest to you,

To Read Market Commentary

Financial Calculators

Calculators to help you with decisions related to retirement, investments, estate planning, taxes, etc.  

Access to Calculators

Upcoming PPC Events

Click here to learn about any upcoming PPC events, seminars, or workshops.  

Upcoming Events

Tax Resources

Find forms, explanations, and other tools to help you manage your tax planning.

Tax Resources

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