Why? The PPS Difference


Professionals in our industry refer to themselves by many names: financial advisors, brokers, insurance agents, financial services representatives, etc. How does someone choose who to trust and whom to work with?

At PPS, we believe the difference is in our independence, experience, expertise and process.


At PPS, we are not affiliated with a particular company or carrier. Our independence allows us to put our clients first and offer them independent advice and transparent solutions.


Our advisors have over 60 years of combined experience working to help our corporate and individual clients work towards their retirement goals.


PPS Advisors have specialized industry designations including: CFP, AIF, CLU, ChFC, CRPS and CRPC showing our commitment to excellence and furthering our education in an everchanging financial world. We have been recognized both locally and nationally with awards from The Financial Times, and many others.


The Department of Labor and the IRS have directed a great amount of focus on the retirement planning industry in the past 15 years and as such it requires the knowledge of a specialist to help navigate this new landscape. Whether it's plan consulting, employee education, co-fiduciary investment services or individual retirement planning, the advisors at PPS offer our clients comprehensive knowledge and services from an independent, transparent and client-focused resource.