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About Preferred Planning Concepts

Our mantra is to help minimize your uncertainty about money, cash flow, and retirement so that you can focus on experiencing life to its fullest. Whether you’re interested in preparing for retirement, building your investment portfolio, saving for college, finding the right insurance solution, or maximizing your employee benefits, we can help. We believe that each client has their own unique set of circumstances, goals, concerns, personal beliefs, and risk tolerance. We seek to spend time getting to know our clients and learn what they are seeking to accomplish financially as well as personally. That knowledge is then used to develop financial strategies that can be understood and implemented to help clients achieve their stated objectives. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Preferred Planning Concepts and Cambridge are not affiliated. We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Kentucky (KY), Louisiana (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nebraska (NE), New Jersey (NJ), New York (NY), North Carolina (NC), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA),Wisconsin (WI), Wyoming (WY). Preferred Planning Concepts, LLC and Cambridge do not offer tax or legal advice. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representations as to the completeness or accuracy of information provided on these websites. 1700 E Golf Rd, Suite 250, Schaumburg, IL 60173 PPC: www.ppcplanning.com │FINRA: www.finra.org │SIPC: www.sipc.org

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