Broker Check
Welcome To Preferred Planning Concepts

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.

Client Login & Access

Access your eMoney Advisor, CIR Statements, AssetMark eWealthManager, & NETXInvestor

Start Here

How can we help you?

Retirement

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.  

Learn more

Investing

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. 

Learn more

Estate Planning

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

Insurance

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. 

Learn more

Our Client Relationship Summary (also called Form CRS)

Brokerage and investment advisory services and fees differ and it is important for you to understand these differences.

Learn More