Going through the process of navigating through all your options can feel overwhelming and it shouldn’t be. At Preferred Planning Services, we find informed decisions make the best decisions, and encourage you to explore our resources to point you in the right direction.

Review and read through our resources below and, as always, please feel free to call us with any question or concern when it comes to planning. With the right guidance, we’ll be able explore, discover and implement the right strategies together.


How might the sequence of returns affect your retirement income?

How much will you receive from your 401(k) contributions?

How much money will you need in retirement?

How much life insurance do you really need?



Don’t see what you’re looking for? Give us a call at 614.855.5700 and we’ll help you find it. That’s what our team does: ensures you have the best information possible to make important decisions that affect you and your family.

As a client, you are always our priority.