Who?
Our Professionals
Our team’s experience and specialized knowledge sets us apart from the average financial advisor.
Learn MoreWhat?
PPS Can Offer You
PPS specializes in the implementation, education and operation of tax qualified retirement plans.
Learn MoreWhy?
The PPS DIfference
Our experienced professionals have helped many businesses and individuals just like you pursue their retirement goals.
Learn MoreUnderstanding Today's Financial Environment
Welcome! I’m Anthony Tomasula, President of PPS Retirement Advisors in Williamsville, NY. At PPS, we understand that business owners and individuals face unique challenges as they prepare for retirement. Since 1968, PPS has been assisting Plan Sponsors with the design, implementation and operation of tax qualified retirement plans with a driven focus on employee education and outcomes.
On an individual level, our team of advisors can help take the mystery out of preparing for today and tomorrow. Whether the goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals.
Contact UsHelpful Content
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Debt Stress
There’s a link between debt and stress.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.