Experience

Preferred Planning Concepts, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Owner

  • May 2002 - Present

  Preferred Planning Concepts is a leading provider of comprehensive financial services and solutions for individuals, professionals and businesses. We use our collective knowledge and skills to develop financial strategies that you can understand, implement and follow. Our goal is to minimize your anxiety about money, cash flow and retirement planning so that you can focus on a quality life experience. We take great pride in our ability to manage your assets. A superior level of personal service and attention are key elements to the continued success of our firm, made possible by the positive attitude and unwavering commitment of our experienced and friendly staff. We want to be your preferred choice for comprehensive financial guidance in the following critical areas: Investments •Individual Stocks •Individual Corporate Bonds •Individual U.S. Government Bonds •Individual Municipal Bonds •Mutual Funds •Exchange Traded Funds (ETFs) •Variable Annuities •Managed Account Platforms •Traditional and ROTH IRAs Insurance •Term Life Insurance •Whole Life Insurance •Universal Life Insurance •Variable Life Insurance •Disability Insurance •Health Insurance •Long-Term Care Insurance •Estate Planning Input Employee Benefits •Group Health Insurance •Group Dental Insurance •Group Disability Insurance •Group Vision Insurance •Group Long-Term Care •Voluntary Benefit Plans •401(k) and Retirement Plans •Cafeteria Plans



Cambridge Investment Research, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Independent Financial Advisor

  • May 2002 - Present

  My mantra is to help minimize your anxiety about money, cash flow and retirement so that you can focus on experiencing life to its fullest. My mantra is to help minimize your anxiety about money, cash flow and retirement so that you can focus on experiencing life to its fullest.