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Comprehensive Planning Paired with Tailored Advice

PPA's know-how, combined with full-service offerings and a holistic mindset, lead to successful strategies and financial growth. 

Financial Planning

Financial Planning

PPA's financial planning information and services help with growth and preservation of your financial assets. Mutual funds, annuities, retirement plans, and more are available for portfolio diversification and income generation. 

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Group Benefits

Group Benefits

PPA offers human resources, knowledge, and product recommendations to help increase employee attraction and retention while remaining true to your budget. Select from reputable health and group insurance, flexible benefit plans, retirement plans, and more. 

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Personal Insurance

Personal Insurance

Protect yourself, your loved ones, and your financial assets with quality services and products. PPA advisors can help you select and implement ideal life and health insurance policies, while advising on long-term care and disability insurance strategies. 

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A Client-Centric Approach

A Client-Centric Approach

Financial plans are built on a strong relationship with you, our client. Understanding your goals, needs, and values allows us to work with you to craft a strategy that aids in stability and growth, while supporting your values, risk tolerance, and life phase. 

A Family Legacy Focus

A Family Legacy Focus

Our philosophy and efforts are guided by the principles of PPA founder Bernard Waters. From his company's start in 1953, Bernie believed in a holistic approach to financial planning, while emphasizing the importance of treating clients like family. 

We're proud to continue Bernie's legacy today, by valuing client relationships and providing sound advice and recommendations. 

Services for Client Success

Services for Client Success

PPA's full suite of services help individuals in building and preserving assets, and business owners with attracting and retaining the best employees. Whether you require financial planning assistance, human resources or group benefits advice, or help in finding an individual insurance policy, our advisors are ready to advise, recommend, and implement. 

Our Latest articles 

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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