Preferred Planning Associates

Preferred Planning Associates 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.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
07/17/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
07/15/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Check out this informative video on bull and bear markets to better understand how the stock market works!
07/13/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
07/10/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
07/08/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
07/06/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
07/03/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
07/01/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/29/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Kettering, OH

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