Client Resources

Branching Out

Staying informed and educated about your financial planning is essential. We encourage you to expand your knowledge by taking advantage of the various tools and articles we have provided.

CIRStatements Client Access

Videos Coming Soon

Articles & Market Summaries

A Working From Home Experiment Shows High Performers Like it Better The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Preferred Planning Associates makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Special Announcement! We’re giving away a gift certificate to one of our Facebook followers every month!  Click here for details.

Newsletter Archive

February 2019

January 2019

December 2018

November 2018

October 2018

September 2018

August 2018

July 2018

June 2018

May 2018

April 2018

March 2018

 

Helpful Links

Medicare & You at medicare.gov

The Social Security Administration

Click for the BBB Business Review of this Financial Planning Consultants in Kettering OH

Services Offered

  • Fee-Based Money Management
  • Retirement Solutions
  • Mutual Funds, Stocks, & Bonds
  • Estate Planning & Wealth Transfer
  • Insurance Solutions
Preferred Planning Associates
3080 Ackerman Blvd.
Suite 210
Kettering, OH 45429
Phone: 937-610-5595
Fax: 937-660-5171

 

Sign up for our newsletter!