Preferred Planning Associates

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.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/01/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
05/29/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
05/27/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
05/25/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/22/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

If you'd like to participate in emerging markets, what are your options?
05/20/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Attention Estate Executors: Do you know about the Alternate Valuation Date?
05/18/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
05/15/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

"The only things certain in life are death and taxes." Benjamin Franklin
05/13/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
05/11/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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Kettering, OH

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