Broker Check

Our History & Philosophy

Preferred Planning Concepts is a leading provider of comprehensive financial services and solutions for individuals, professionals, and businesses. We believe that effective planning requires a thorough understanding of each client circumstances, goals, concerns, personal beliefs, and risk tolerance. We seek to know our clients well and understand their objectives personally as well as financially.  Based upon this relational approach, we can develop financial strategies that can be understood and implemented to help clients achieve their stated objective.  

Our mantra is to help minimize your anxiety about money, cash flow, and retirement so that you can focus on experiencing a quality of life.

Our process begins with the construction of what we refer to as a "retirement cash flow analysis." The document design lets the client see, whether they are on track, ahead of schedule, or behind schedule regarding being able to attain their stated retirement objectives. The results of this analysis are used in developing the investment and allocation strategies most appropriate to meet those goals and objectives. 

As independent brokers, we have access to a myriad of investment products and programs, with superior research capabilities.  We realize that excellent levels of personal service and attention are key elements to the continued success of our firm, and we are committed to ongoing growth in technology and training throughout the organization. 

For more information, or to schedule a no-cost, no-obligation consultation, please contact Preferred Planning Concepts at (847) 375-0505 or click here.