Broker Check

PPC: An Overview

Preferred Planning Concepts, located in the Chicagoland suburb of Des Plaines, provides a comprehensive and personalized financial advice and services for individuals, professionals, and businesses.  We take time to get to know our clients and their unique situations, and then build personalized retirement and investment strategies tailored to meet specific goals.

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

A superior level of personal service and attention are vital elements to the continued success of our firm, made possible by the positive attitude and unwavering commitment from every member of the PPC team.  

We want to be your preferred choice for comprehensive financial guidance.