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Our Financial Planning Services

Growing and Preserving Your Assets

Growing and Preserving Your Assets

Our financial professionals offer the knowledge and background to help you make the right decisions about your wealth. Whether you want to guarantee income for life or pass assets on to future generations, PPA's advisors offer experienced assistance, and help you focus on asset management and ideal portfolio creation, based on your investment appetite and risk tolerance. 

Mutual Funds

PPA's investment planning services offer access to a variety of mutual funds to meet your current life stage and future goals. Additionally, our monitoring services ensure regular analysis and immediate response in the event of lifestyle and/or economic changes. 

Investors should carefully consider the investment objectives, risks, charges and expenses offered by mutual funds.. This and other important information is contained in the prospectus which can be obtained by calling your Registered Representative. Read prospectus carefully before investing.


If a guaranteed income stream is your desire, PPA advisors are well-versed in setting up and keeping an eye on immediate, deferred, and guaranteed annuities. Select from income support, family protection, or legacy plan options to ensure protection of, and ongoing benefit from, financial resources. 

There is a surrender charge (CDSC) imposed generally during the first 5-7 years that you own your annuity contract. Withdrawals prior to age 59 ½ may result in a 10% IRA tax penalty, in addition to any ordinary income tax. The guarantee of the annuity is backed by the claims paying ability of the issuing insurance company.

Retirement Plans

PPA's financial staff relies on expertise and quality retirement pensions and products to help reduce taxes and ensure preservation of capital. Available plans are backed by well-known companies, and include simple and Roth IRA's, simplified employment plans (SEPs), and educational IRAs. 

Alternative Investments

In addition to recommending traditional means of growing and preserving capital, PPA professionals offer strong advice on alternative investments. Tools like real estate investment trusts (REITs), senior lending programs, structured notes, commodity funds, and managed funds are available to ensure portfolio diversity and balance. 

Alternative investments are considered speculative and involves a high degree of risk, including the risk of substantial loss of investment and investment in alternative investments is not suitable for all investors.

Education Plans 

The rising costs of attending colleges and universities can put higher education out of reach for many people. Fortunately, PPA can help you and your family, through traditional and more flexible methods, such as college investment plans (including 529 savings or prepaid tuition plans), Uniform Gifts to Minors (UGMA), or Uniform Transfer to Minors accounts. 


Understand your risk tolerance and investment appetite by claiming your customized Risk Number from Riskalyze. PPA can help you pinpoint the amount of risk you're willing to take on to reach your investment goals. 

Get your Riskalyze number here. For more information, contact Hieu Ngo at or 215-875-8666 x 107.

Get Your Number

LifeFolio Checklist

Ensure immediate access to your very important papers – VIPs – by downloading and filling out the LifeFolio Checklist. If you have additional questions on our other PPA products and services, please contact us. 

Download PDF

Our Approach

We position you for success by regularly monitoring your plan and adapting to new and changing environments. We rely on a flexible philosophy, holistic mindset, and personalized service. 

Our Approach

Our Team

PPA advisors have in-depth experience with life, health and disability programs, as well as pension, estate, and investment planning services. 

Our Team

Contact Us

We want to hear from you! Whatever your circumstances or life stage, our advisors are here and ready to get to know you and your wealth management needs and goals. Contact us today!

Contact Us