Contact us and speak with an adviser today.
Contact us today.
Speak with one of our qualified professionals today.
Welcome
As the coronavirus continues to spread globally, the safety of our advisors and their families is paramount as we continue serving customers and clients. We want to provide you with an update on our business continuity plans as well as guidance on how to prepare your business for potential business disruption.
Professional Planning Group has a business continuity plan in place
Our team has been monitoring, advising and preparing since this situation began, and will continue to do so. Our business continuity plans are reviewed and tested regularly. In particular:
All employees have laptops and are equipped to work from home
We test remote work capabilities regularly
Processes are in place to re-direct mail functions as necessary
Paper and check scanners are stored off-site for contingency use
If you cannot access our office due to a disruption the following numbers will provide you the necessary services;
Cetera 1-800-879-8100 Option 1
Rick Anthony 1-518-919-3443
Gary Barkman 1-518-410-1120
Steve Peer 1-518-694-6059
Michael Shapiro 1-518-755-4417
Michelle Peterson 1-518-696-2668
Therese Shean 1-518-421-5805
Alexandra Anthony 1-518-852-1775
Today's investment climate offers unprecedented opportunities. At Professional Planning Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
A clear understanding of their financial goals
A well-defined roadmap to work towards those goals
Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to work towards both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Professional Planning Group, please contact us today.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.