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Frequently Asked Questions
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How is Professional Planning
Associates paid? |
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The initial interview with Professional Planning Associates
is always free.
For individuals desiring a plan plus asset management, our professionals
through their affiliation with LPL
, charge a percentage
of assets under management. For a plan only, a reasonable fee is
charged.* For any insurance products we sell, we are paid a commission
by the companies we underwrite with. |
| When it comes to our business clients, we are generally paid by the
companies we utilize to accomplish your plan goals, such as the health
insurance carrier or the pension plan carrier. If you desire a business
plan, there may be a fee for that, but if you incorporate insurance into
the package, that fee would be offset against the cost of the insurance. |
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How often does Professional Planning
Associates communicate with clients after the plan is implemented? |
| At the very least, we communicate with clients quarterly for
investment reviews and annually for plan reviews. But we are always
available if something changes or if you need our immediate attention. |
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Who will help me if my representative
is not available? |
| Professional Planning Associates has an experienced staff of planning
experts on hand to assist you in the event that your representative is
not available. You can be assured that when you call, someone will be
there to assist you. |
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Let
Professional Planning Associates help you protect
your assets and grow your business. |
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To schedule an
appointment, or for more information,
call us today at 215.875.8666
* Nominal transaction costs may
occur. |
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