Why us?
Client FIRST Philosophy

Our “Client First” commitment means that what is important to you – is equally important to us.

We frequently say our clients’ interests come first. This is so much more than a catchy slogan or cliché; it is the lifeblood that flows through the core of all our relationships.

You come first – whether developing a portfolio uniquely designed to meet your goals, trying to get the most out of your 401(k) plan or personal investments, or trying to fund your children’s or grandchildren’s education – we listen, we understand and we develop strategies that put you first.

The result is a long-term dependable relationship built on trust and confidence. For more than 40 years, our experienced team of professional advisors has made a positive difference in the lives of our clients.

As a client, we believe your interests come first.

  • The client
    is first

    We believe in our clients as individuals, treating them as equals and always putting them first. We believe you have ideas of your own, a sense of where you want to go, and not only want to be listened to, but understood.

    As our client, you’ll have a lead advisor as well as the support of a full team. It enables you to benefit from the full breadth of our team’s knowledge and experience, and the confidence of knowing there will always be someone available to serve you. The depth of our personnel and their lengthy tenures at our firm say a lot about the stability and consistency of our group and our ongoing commitment to you.

  • Our relationship with you is based on
    integrity &
    professional ethics

    We take great pride in our reputation as the advisor you can trust – proudly earned by cultivating loyal personal relationships by each our dedicated team members. Our top priority is not just earning your trust, but maintaining it. It is not unusual for our clients to become close personal friends.

    Our team of experts holds many important industry designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst® (CIMA), as well as Certified Public Accountant (CPA), MBA and Ph.D. to offer advice and guidance to work towards your financial goals.

  • The strength of our
    independence

    Professional Planning Group is an independent registered investment advisory firm, with complete freedom to act only in the best interests of the clients we serve.

    We believe that during your lifetime, it is not what you earn, but what you keep that counts. In the end, it’s not what you leave, it’s what remains that matters. For more than 40 years, we have worked with our clients to help them keep more of their income and ultimately pass on more of their wealth to the people they care about.

    Our team works with you to understand your entire financial picture and make sense of all the moving parts. We know that life does not stand still, that change is inevitable, and that your financial plan needs to evolve along with you. Our steadfast commitment to you is to be there, right alongside you as your life evolves and circumstances change. We will work with your other financial professionals – your attorney, accountant, insurance broker, banker and others – correlating your financial strategies for your lifetime and beyond.

  • Protecting
    YOUR ASSETS

    In conjunction with Raymond James, you can remain confident that your assets are protected utilizing the latest technological resources. At Raymond James, confidentiality, integrity and the availability of its systems for client information are of the upmost importance.

    Technological systems are constantly monitored against threats of tampering or unauthorized activity. Raymond James uses encryption, virtual private networks, penetration/vulnerability testing, and the latest firewall and antivirus technology. Email monitoring utilized for regulatory and compliance purposes also protects client communications.