Preferred Planning Associates
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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.
10/02/2026
Buying a home may be your largest financial commitment. Which loan is best for your situation?
Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
09/30/2026
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
09/28/2026
How much is enough for your emergency fund?
Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
09/25/2026
As complex as the details of taxes can be, the income tax process is fairly straightforward.
How Income Taxes Work A quick look at how federal income taxes work.
09/23/2026
Tax time can be a good time to give your household budget a checkup.
Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.
09/21/2026
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
09/18/2026
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.
09/16/2026
How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.
Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation.
09/14/2026
Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:
4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.
09/11/2026
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Kettering, OH
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