Professional Planning Services

Financial Strategies for your Goals & Dreams

Why Choose Professional Planning Services?

Professional Planning Services is a holistic financial planning firm based in New Jersey, but we proudly work with people across the country. We have specific expertise addressing the needs of high-income earners, professionals in the pharmaceutical industry, families with college-bound students, and small business owners.

At PPS, we use a “Results in Advance” planning approach to our services. This means, we are giving a complimentary second opinion at no cost for the review of interested parties. Why would we be willing to do this? What’s the catch? The better question would be why hasn’t your current advisor brought the holes in your plan to your attention? We’re confident that in reviewing existing plans that we can find areas that may need to be addressed.

No matter where you are on your financial journey, we are happy to consult with you and help you map out a strategy to reach your financial goals and dreams.

Take a look around!

Services

MyLegacyLock

Wills, trusts and legacy planning do not have to be difficult or expensive. Together with estate planning attorneys, we can help.

Medicare Simplified

Do you have questions about Medicare? Check out our library of complimentary informative Medicare videos to learn how we can help.

Term Quotes

We work with individuals across the nation to secure the lowest lie insurance rates available. Give us a call today or get an instant quote now.

As Seen In

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A Short Introduction to Long-Term Care

Your Guide to Long-Term Care

If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. Even if your family members are nearby and can help you around the house as you get older, they might not be able to provide you with all the care you need. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.

Your Time Is Now

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