Professional Planning Associates, Ltd. provides financial solutions for individuals and businesses in the form of pensions, insurance and investments. Founded in 1979, PPA is an association of independent professionals dedicated to bringing real world solutions and outstanding services to our clients.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Values: The reason PPA has been in business for over 25 years is simple. We subscribe to and live by a few basic values.

  • Integrity - we keep our promises.
  • Respect - we treat people with dignity
  • Trust - earning our clients' trust is our first priority
  • Confidentiality - our relationships are absolutely confidential.
  • Quality - we deliver good service, sound advice and exceptional products.


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A career with no limits as a Financial Advisor


The Right Fit for You: Women in Finance

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Our Commitment: First we listen to fully understand our clients' objectives, needs and concerns. Second, we discuss the most appropriate solutions for each individual situation. Third, we offer quality products from an independent perspective.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

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Market Watch

July 04, 2009 @ 12:09 AM

Dow Jones Industrials 8,280.74- 223.32
Dow Jones Transportation 3,158.74- 119.69
Dow Jones Utilities 350.69- 10.96
Nasdaq Composite 1,796.52- 49.20
Nasdaq 100 1,446.28- 35.06
S&P 500 896.42- 26.91
S&P Mid-Cap 400 565.03- 19.21
S&P Small-Cap 600 263.12- 11.11
Russell 2000 497.21- 20.25
NYSE Composite 5,775.24- 178.77
AMEX Composite 1,567.05- 26.32
10 Year Treasury Note 3.50- 0.05
Wilshire 5000 9,201.07- 276.51

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