Preferred Planning Associates
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Nearby accountants
E Stroop Road, Dayton
Far Hills Avenue, Oakwood
Far Hills Avenue, Oakwood
Oakwood Avenue, Dayton
E Whipp Road
College Avenue Dayton, Dayton
Birch Alley, Beavercreek
Birch Alley, Beavercreek
Birch Alley, Beavercreek
Birch Alley, Beavercreek
Nearby finance companies
Towne Park Drive B, Troy
45429
Wilmington Pike
Marshall Road
Paragon Road, Dayton
Wilmington Pike
Nearby law practices
PO Box 292961, Dayton
E. Dorothy Lane
E Dorothy Lane
Dayton Xenia Road, Dayton
W. Dorothy Lane
E Stroop Road, Dayton
An association of experienced, independent financial advisors located throughout Ohio.
At Preferred Planning Associates, our mission is to help investors gain confidence in their financial knowledge, understand where they are in relation to their goals, and develop investment strategies directly aimed toward reaching those goals. We are an association of experienced, independent financial advisors registered with an award-winning, independent broker/dealer. As such, we are not held to any set of proprietary products or services, and can therefore offer quality personal service and unbiased advice, truly customized to your individual financial needs. Our strength derives from over 30 years in the business, collaboration with our diverse team of experienced colleagues, and the support of our broker/dealer. We take great pride in offering personalized service, while also offering the assurance that we do not stand alone. While our independence allows us to provide a vast catalog of products and services, our associations and our time in the industry allow us to draw on equally vast technological and informational resources. Both help to ensure that we understand your situation and build investment solutions in your best interest.
11/02/2026
A few strategies that may help you maximize your Social Security income.
Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
10/30/2026
Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.
8 Financial Milestone Birthdays Get ready to celebrate your financial birthdays in this informative infographic.
10/28/2026
Could you find acres of diamonds in your own backyard? Watch this video.
Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.
10/26/2026
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
Diversification, Patience, and Consistency Three important factors when it comes to your financial life.
10/23/2026
Renter? Think you’re covered by the owner’s insurance? Do a double check.
An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.
10/21/2026
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.
10/19/2026
Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.
10/16/2026
Do you know how long it may take for your investments to double in value?
The Rule of 72 Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
10/14/2026
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
10/12/2026
Generate income and rebuild principal. A powerful one-two punch.
Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Kettering, OH
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