Our team’s experience and specialized knowledge sets us apart from the average financial advisor.Learn More
PPS Can Offer You
PPS specializes in the implementation, education and operation of tax qualified retirement plans.Learn More
The PPS DIfference
Our experienced professionals have helped many businesses and individuals just like you pursue their retirement goals.Learn More
Understanding 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 Us
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Tax preparation may be the perfect time to give the household budget a check-up.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.