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.
Click here for our Form CRS
Brokerage and investment advisory services and fees differ and it is important for you to understand these differences.
To learn more about Form CRS click here.
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.
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.
Estate Planning
Effective estate planning enables you to manage your affairs during your lifetime properly and to protect the legacy you leave behind.
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.
Market Commentary
Links to market commentary we feel could be of interest to you,
Financial Calculators
Calculators to help you with decisions related to retirement, investments, estate planning, taxes, etc.
Upcoming PPC Events
Click here to learn about any upcoming PPC events, seminars, or workshops.
Tax Resources
Find forms, explanations, and other tools to help you manage your tax planning.