Preferred Planning Concepts, LLC
Financial Services - Des Plaines, Illinois, United States
Preferred Planning Concepts, LLC Employees
Preferred Planning Concepts, LLC Details
Our mantra is to help minimize your uncertainty about money, cash flow and retirement so that you can focus on experiencing life to its fullest.Whether you're interested in preparing for retirement, building your investment portfolio, saving for college, finding the right insurance solution, or maximizing your employee benefits, we can help. Preferred Planning Concepts (PPC) is a leading provider of comprehensive financial services and solutions for individuals, professionals and businesses. We believe that each client has their own unique set of circumstances, goals, concerns, personal beliefs, and risk tolerance. We seek to spend time getting to know our clients, learn what they are seeking to accomplish financially as well as personally. We then use our collective knowledge and skills to develop financial strategies that can be understood and implemented to help clients achieve their stated objectives.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Planning Concepts, LLC and Cambridge are not affiliated. We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MA), Michigan (MI), Missouri (MO), Montana (MT), Nebraska (NE), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Virginia (VA), Wisconsin (WI), Wyoming (WY).Preferred Planning Concepts, LLC and Cambridge do not offer tax or legal advice.2800 S. River Road, Suite 240 │Des Plaines, IL 60018 │Tel: 847.375.0505 Fax: 847.375.1480PPC: www.ppcplanning.com │FINRA: www.finra.org │SIPC: www.sipc.org
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