About Us

What is the "PPC Service™"?

The PPC Service™ is a collaboration service designed specifically to improve your life through financial planning education, organization and coordination. 

We provide the solution-focused oversight tools to ensure that your financial life is organized and that you have the road map you need to address financial planning deficiencies with your professional advisors. 

Note: PPCS’ staff are all CERTIFIED FINANCIAL PLANNERS™ and fiduciaries.