Professional Planning Associates

At Professional Planning Associates, Inc., we have been in the business of providing financial planning services ever since entrepreneur Bernard Waters opened a small life insurance firm in 1953. Over half a century later, our company has grown to become a full service firm offering Life, Health and Disability programs as well as Pension, Estate and Investment Planning services. We currently handle more than a thousand accounts, including individuals and family-run businesses just like ours. Our clients are insured for over $100 million, and we manage more than 250 retirement and personal accounts with a value exceeding $50 million. Our team consists of certified financial planners, insurance professionals and employee benefit experts to help you meet a wide range of financial goals. We also have access to a seasoned staff of lawyers, accountants, actuaries and other experts ¬¬as needed. • Are you concerned about the cost of your employee benefit plans? • Need advice on setting up your company's retirement plan? • Wondering where you should be investing your money? • Looking for creative ways to minimize your future estate taxes? At Professional Planning Associates, our financial consultants provide sound financial advice in all of these areas and more. We look forward to being the financial advisor you trust.