Who We Serve

Multi-Generational Families

The world is complicated. For decades, we have helped families balance the needs of today with the goals of the future. Whatever the need, we’ll be here for you as your family builds, grows and evolves into future generations.

Accumulating wealth means you have a legacy to pass on – but how? to whom? and when? In addition to passing along their legacy, we know our clients are also concerned about passing along their values and attitudes regarding wealth. We often have ongoing dialogue where we ask family members important questions such as: Do you talk about money with your children or parents? Do you discuss how you made your money? What does wealth mean to you? What does it mean to your children?

Professional Planning Group is well-positioned to help your family manage and preserve its wealth today – and for many generations to come.

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Corporate Executives

As a corporate executive or director, your employer may offer you unique benefit opportunities that are simply not available to other employees. We have a long history of helping clients use these benefits to their best advantage.


As an educator, you are in a unique financial situation when it comes to retirement planning. Our team understands and will personalize your plan and strategy to your specific situation. You may be eligible for a pension plan: How much that pension will be worth may be determined by your years of service, ending salary and a percentage established by your employer. You may have a defined contribution plan like a 403(b) or 457(b) plan, and you may or may not be eligible for Social Security benefits. These variables make each educator’s situation different. We recognize this and will personalize your plan accordingly.

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Corporate Employees

If you work for one of the several large corporations in our area, you have access to a variety of employee benefits packages. How you use those benefits during your working years and after retirement can make a significant difference to you and your family. We understand and provide objective professional advice on pension programs, 401k strategies, deferred compensation, cash incentive programs, stock options, concentrated stock positions, stock ownership requirements, company-sponsored insurance and retirement healthcare options.


Our personalized approach in guiding you as a hard-working professional enables us to formulate a financial strategy to accumulate and manage your wealth. We have the in-depth knowledge to help you reach your financial goals.

While operating a successful practice, much of your time is spent with clients and patients, but it’s imperative you make smart financial decisions. We understand your unique challenges, and can be your trusted partner offering a wide range of services personalized for you. We can guide you and work with your other professionals on your behalf.

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Business Owners

For most business owners, their personal wealth is intertwined with their business. We take the time to understand the nature of your business along with your personal goals to plan for what is important to you. We understand that, as a business owner, you experience three specific time periods – the first is when you create or buy your business, the second is operating, protecting and growing your business, and the third is when you step away with either a sale, transfer or liquidation. Each of these time periods is unique and the decisions made are critical. We can help you find answers to questions you may not have even thought of.

Foundations & Endowments

Our investment approach recognizes the unique mission of foundations and endowments to focus on portfolio balance, long-term growth and preservation of assets. We work with directors, board members and other professional advisors such as trustees, attorneys and CPAs, to monitor expenses and adhere to a fiduciary standard of care.

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