Preferred Planning Concepts, LLC Information

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, learn what they are seeking to accomplish financially as well as personally. We then use our collective knowledge and skills to develop financial strategies that can be understood and implemented to help clients achieve their stated objectives. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Planning Concepts, LLC and Cambridge are not affiliated. We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Louisiana (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nebraska (NE), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA),Wisconsin (WI), and 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 content, which we cannot verify completeness or accuracy of. 1700 E Golf Rd, Suite 250, Schaumburg, IL 60173 Fax: 847.375.1480 PPC: www.ppcplanning.com │FINRA: www.finra.org │SIPC: www.sipc.org