Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
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.