Our Services - Overview

Preferred Planning Concepts – An Overview

Preferred Planning Concepts, LLC provides comprehensive and personalized financial advice and services for individuals, professionals and businesses. We take the time to get to know our clients and their unique situations, and then build personalized investment strategies tailored to meet specific goals.

Whether you’re interested in preparing for retirement, building your investment portfolio, saving for college, finding the right insurance solution, transitioning your business or maximizing your employee benefits, we can help.

A superior level of personal service and attention are key elements to the continued success of our firm, made possible by the positive attitude and unwavering commitment from every member of the PPC team.

We want to be your preferred choice for comprehensive financial guidance in the following critical areas:

Individual Stocks
Individual Corporate Bonds
Individual U.S. Government Bonds
Individual Municipal Bonds
Mutual Funds
Exchange Traded Funds (ETFs)
Variable Annuities
Managed Account Platforms
Traditional and ROTH IRAs

Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Disability Insurance
Health Insurance
Long-Term Care Insurance
Estate Planning Input

Employee Benefits
Group Health Insurance
Group Dental Insurance
Group Disability Insurance
Group Vision Insurance
Group Long-Term Care
Voluntary Benefit Plans
401(k) and Retirement Plans
Cafeteria Plans

Our goal is to minimize your anxiety about money, cash flow and retirement planning so that you can focus on a quality life experience.

For more information:

Ken Lydecker

Dave Nicholson