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Why Professional Planning Services

Professional Planning Services is a holistic financial planning firm based in New Jersey, but we proudly work with people just like you, all across the country. While we work with all kinds of clients, 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. We would love to be the professionals to help you address any areas of concern.

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. Are you ready to get started?

Access New Jersey with Eric Scott – Long-term Care for Your Family

Facebook Live Event recorded on 5/18

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MyLegacyLock

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

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Medicare Simplified

Do you have questions about Medicare? Check out our library of informative Medicare videos here:

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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.

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