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Professional Planning Group is more than a name. It is the result of
an idea and a dream.
The idea was to create a financial planning firm which would
offer top notch professional services to individuals, families and
businesses in a personal, caring atmosphere.
Professional Planning Group is for people who want to make the most
of their resources, who want to know what alternatives are available
to them and who want to be
treated as persons, not as numbers in a file.
We are committed to our clients, believing in them as individuals,
treating them as equals and always putting them first. We have
chosen to work under a code of ethics
which demands the highest degree of personal and professional
integrity. Perhaps, this is why so many have chosen us. It is the
choice that can make the lifetime of
difference.
One of the saddest penalties a person can ever pay is to discover
during a time of need that their assumptions were incorrect and that
planning was inadequate. To discover
that unnecessary taxes, inappropriate investments, a poor retirement
plan or inflation have reduced their dreams to rubble.
Our Services
The process at Professional Planning Group begins with an in-depth
evaluation of your current financial situation.
Once we've established your overall objectives, we'll focus on your
specific goals and dreams. With changing economic conditions and
market swings, we recommend
investing sensibly over the long term and maintaining a balanced
portfolio. We work with you side by side so that you're confident in
and comfortable with the financial
suggestions we make.
Some of our services include:
• Investment Planning • Tax Sheltered Annuities
• Retirement Planning • College Funding
• Estate Conservation • Risk Management
• Charitable Giving • Tax Management.
Contact
9 Granite Street
Westerly, RI 02891
Phone: 401-596-2800
Fax: 401-596-5980
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