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Our Mission

"Empowering Our Clients to Work Toward a Secure Today and Tomorrow"

Professional Planning Associates, Inc is dedicated to helping our clients pursue their financial goals through a wide range of creative strategies designed to preserve their assets, grow their business, and help plan a better tomorrow. Through regular monitoring, a flexible approach, and a high level of personalized service, we adapt to new and changing environments to continually position our clients for success.

Our Services

Financial Planning

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Personal Insurance

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Group Benefits

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Meet the People Who Make It Happen

In 1953, Bernard Waters opened a small life insurance firm. That business has grown, and more than a half century later, our company is a full-service firm offering Group Benefits, Personal Insurance, and Financial Planning Services.

Our Team



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Union Soccer 

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Golf Event

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Ready to Change Your Financial Future?

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