Financial planning
PPA's financial planning information and services help with growth and preservation of your financial assets. Mutual funds, annuities, retirement plans, and more are available for portfolio diversification and income generation.
Asset management
PPA offers a fully-integrated, in‑house model management program that provides a variety of portfolios to suit your needs—from income‑focused to stock/equity‑focused to broadly diversified options. If the models don't fit your needs, we can custom design one for you.
group Benefits
PPA offers human resources, knowledge, and product recommendations to help increase employee attraction and retention while remaining true to your budget. Select from reputable health and group insurance, flexible benefit plans, retirement plans, and more.
personal insurance
Protect yourself, your loved ones, and your financial assets with quality services and products. PPA advisors can help you select and implement ideal life and health insurance policies, while advising on long-term care and disability insurance strategies.
A Client-Centric Approach
Financial plans are built on a strong relationship with you, our client. Understanding your goals, needs, and values allows us to work with you to craft a strategy that aids in stability and growth, while supporting your values, risk tolerance, and life phase.
A Family Legacy Focus
Our philosophy and efforts are guided by the principles of PPA founder Bernard Waters. From his company's start in 1953, Bernie believed in a holistic approach to financial planning, while emphasizing the importance of treating clients like family.
We're proud to continue Bernie's legacy today, by valuing client relationships and providing sound advice and recommendations.
Services for Client Success
PPA's full suite of services help individuals in building and preserving assets, and business owners with attracting and retaining the best employees. Whether you require financial planning assistance, human resources or group benefits advice, or help in finding an individual insurance policy, our advisors are ready to advise, recommend, and implement.