Our Firm

Principal Planning Service, Inc. (PPS) is a financial planning company that is dedicated to helping individuals reach their financial goals.  Unlike other financial planning firms or stockbrokers, PPS maintains a complete inventory of financial products that are underwritten by many of the major investment and insurance companies in the United States.

Our clients benefit from the knowledge that we work for them and conduct continuous research among many investment vehicles and asset managers. We also employ our own in house, Registered Investment Advisor (RIA). Unlike so many others, PPS is not restricted to represent only one product or company.  We are independent and our client’s needs remain our first consideration.

Some of the most outstanding companies in the area of financial planning are selected as suitable for specific client requirements.  But first, each investment, insurance or investment sponsor must pass the PPS test.  Industry rating services such as Standard & Poors, A.M. Best, Dorsey Wright,  Morningstar, Moody’s, Duff & Phelps, Consumer Reports and Money Magazine are utilized.

Principal Planning Service, Inc. compliments the services of your tax preparer, lawyer or banker.  PPS specializes in pension, profit-sharing, Keogh, SEP, IRA/Roth, deferred compensation, 40l(k), TSA/403(b) and rollover distributions.  Our independence and careful selection increases the opportunity for our clients to attain their financial goals and objectives.


“Securities offered through BB Graham & Co. a Registered Broker/Dealer, member FINRA/SIPC. Principal Planning Service Inc. is not affiliated with BB Graham& Co.”