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.

Secrets of the Temple: How the Federal Reserve works.
09/02/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/31/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

What does it actually cost to raise a child? You might be surprised.
08/28/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
08/26/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

How literate are you when it comes to your finances? Brush up with these five basics.
08/24/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Is there a role for both active and passive investments in your portfolio?
08/21/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
08/19/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

There are benefits and limitations when using a living trust.
08/17/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
08/14/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
08/12/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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Kettering, OH

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