Wealth Management Services
PPS Advisors Inc. provides a full range of professional Financial Planning and Asset Management Services (Wealth Management Services) to our affluent clients and their families, small business owners, and institutional investors.
During our initial conversations, we will discuss your life, family, goals, experiences, concerns, preferences, expectations, and dreams. Naturally, you need to develop a level of trust in our abilities to help you. We invite you to get to know us, our team members, the services we offer, how we are paid, and what you should expect from us in this important decision.
FINANCIAL PLANNING SERVICES
A Comprehensive Financial Plan describes your financial situation in detail, including your financial assets, goals and objectives, challenges, preferences, and investment time frames. Your PPS Advisors Certified Financial Planner™ (CFP®)* reviews your situation in depth and creates a “blueprint” of approaches you will implement together to help ensure you achieve your life goals. These approaches are described in your Financial Plan document.
Once the Financial Plan is in place we work with you to implement, monitor, and update your Plan, as needed. Plan modifications may be required when major life events occur, such as, retirement, births, marriages, deaths, divorce, health issues, large purchases or sales, etc. that may affect your financial situation. We stay in close contact with you to stay abreast of your dynamic financial life.
Your Plan may include strategies to replace your salary during retirement; budget properly (spend and save); educate children/grandchildren; pass along your assets during your life and after death (estate & legacy planning); manage your investments; and protect your assets from undue risks (among other items). For more detailed information on each component of your Plan, please click below.
It is quite common for new clients to come to us with a few specific issues they wish to address immediately.
Birth in the family
Selling/acquiring a business
Care for aging parent
Special needs child
Spending and/or budgeting
Creating/updating estate plan
Death in the family
Long Term Care
Retirement plan design
Managing 401 (k) plan
Marriage or remarriage
Medicare and Medicaid
The Certified Financial Planner™ (CFP®) professional designation is awarded to individuals who have met the education, examination, and experience requirements established by the Certified Financial Planner Board of Standards, Inc. (CFP Board). CFP® professionals must be committed to high standards of ethical conduct, have a minimum of three years’ experience in the financial planning process; must have a bachelor’s degree or higher, and must complete the CFP Board’s biennial certification requirements.