Our Firm

Principal Planning Service, Inc. (PPS) is a financial planning company that is dedicated to helping individuals, businesses trusts and fiduciaries reach their financial goals.  Unlike other financial planning firms or stockbrokers, PPS maintains a open platform and tailored asset management

Our clients benefit from the knowledge that we work for them and conduct continuous research among many investment vehicles and we are 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. We do not accept commissions or incentives. We do well when our clients do well.

Some of the most outstanding companies in the world must pass our standards and research to be considered for inclusion in our individual portfolios. 

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.