At PPS every relationship starts with an understanding of the client’s dream.

Whether you’re thinking about your retirement, educating your children or grandchildren, accumulating wealth or preserving wealth, we are here to help you and your family to achieve these goals and accomplish your dreams.  Those dreams start with a Blue Print and a Foundation.

   

Accumulating Wealth

Planning for a College Education

Retirement Goals

Legacy Planning

We'll help you design a blue print for your future.   Contact Us!

 

 

Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Debt Stress

There’s a link between debt and stress.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Rightsizing for Retirement

What does your home really cost?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

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