Our Mission Statement


We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.












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