Our Services

Through Commonwealth Financial Network, our broker/dealer, PPS offers the full spectrum of financial solutions including:

  • Financial goal planning
  • Personalized investment portfolio development
  • Risk reduction and asset protection
  • Retirement planning
  • Estate planning
  • Business succession planning
  • Liability management
  • College education planning
  • Tax minimization planning

Our belief system:

  • A comprehensive, written financial plan is the appropriate beginning to any financial partnership.
  • Asset allocation is the primary factor in determining portfolio performance.
  • Individual investments are the means, your financial goals are the end. Once we know the end, the choice of means is more easily understood and embraced.
  • Objective assessment of interrelated economic, political, and personal circumstances will offer the best perspective to evaluate investment alternatives.
  • As your partner, the more we know, the better we communicate, the greater the odds of effectively seeking your financial dreams.

A comprehensive solution founded on a sound belief system dictates our commitment to our clients and builds the foundation of our service commitments as your financial concierge:

  • A comprehensive, written financial plan, updated as personal circumstances change
  • Asset consolidation and performance reporting
  • Cash management services (Visa debit card, ATM, checking accounts, electronic bill payment, electronic funds transfer)
  • Online access to accounts for reporting and trading through www.ppsadvice.com
  • Annual review of your entire financial picture, including: financial needs, taxes, liabilities, insurance, cash management, and investments. Asset allocation adjusted as necessary.
  • Quarterly communication reviews: performance updates with changes as necessary, political and economic updates/education, questions/personal changes/concerns
  • Customized letters addressing a timely topic of interest
  • Service calls: follow-up to letter topic, any other issues to discuss
  • Ongoing availability for consultation and guidance