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.
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Social Security Guide
Optimizing Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.