Need Help Now

Are you preparing to place your loved one in a nursinghome or assisted living situation soon? We can help! Click Here >>

Planning for the future

Having the foresight to plan your financial future can help you and your family so that you can concentrate on more important things. To find out how we can help, Click Here >>



 

 

Want to know more?

Attend a Preferred Planning Services seminar today to find out more information about our services, and how we can help you protect your assets.

For more information about what to expect from our seminars and our current schedule, Click Here >>

 

 

 

Call for an Appointment

1-800-229-9666

Email Us

jdz@preferredplanninginc.com

Proud Sponsor Of


 

 

Preferred Planning Services in New Albany, Ohio, is a financial planning firm specializing in assisting seniors with preserving their assets from the ever-changing landscape of healthcare costs.