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Mission Statement

For Business Organizations:

Our experience and expertise in the implementation, execution and education of tax qualified retirement plans is substantial. Our extensive range of services includes plan design assistance, Fiduciary education, employee wellness and engagement, investment lineup analysis, fee benchmarking and Investment Co-Fiduciary services. Our staff is dedicated to maximizing your employee’s retirement readiness. We take the time to understand the unique challenges of each individual business and help the plan Fiduciaries to craft a benefit that will strive to allow their employees to transition into an adequate retirement lifestyle.

For Individuals:

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. At PPS, we understand the challenges families face today. From managing debt to saving for college or retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources and expertise to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you - the client - and your satisfaction.