Preferred Planning Associates

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Preferred Planning Associates An association of experienced, independent financial advisors located throughout Ohio.

At Preferred Planning Associates, our mission is to help investors gain confidence in their financial knowledge, understand where they are in relation to their goals, and develop investment strategies directly aimed toward reaching those goals. We are an association of experienced, independent financial advisors registered with an award-winning, independent broker/dealer. As such, we are not held to any set of proprietary products or services, and can therefore offer quality personal service and unbiased advice, truly customized to your individual financial needs. Our strength derives from over 30 years in the business, collaboration with our diverse team of experienced colleagues, and the support of our broker/dealer. We take great pride in offering personalized service, while also offering the assurance that we do not stand alone. While our independence allows us to provide a vast catalog of products and services, our associations and our time in the industry allow us to draw on equally vast technological and informational resources. Both help to ensure that we understand your situation and build investment solutions in your best interest.

Do you know how long it may take for your investments to double in value?
10/16/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
10/14/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Generate income and rebuild principal. A powerful one-two punch.
10/12/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Health-care coverage (including Medicare) typically does not cover extended medical care.
10/09/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Social Security: Retirement's main source of income or monthly bonus? You decide.
10/07/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

The financial risks to consider when evaluating self insurance?
10/05/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Buying a home may be your largest financial commitment. Which loan is best for your situation?
10/02/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
09/30/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How much is enough for your emergency fund?
09/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Kettering, OH

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