Benefits That Benefit You

Explore our services and let’s develop a strategy for your business.

40+ Years of experience
6 States licensed
1:1 Personal service
Employee Benefits
design + service
Protection
income + family
Legacy
preserve + pass on

Three simple pillars. One friendly team.

Employee benefits, income protection, and legacy planning, coordinated by one team that knows your business.

Employee Benefits

Packages that attract and keep great people, designed, communicated, and serviced end to end.

Learn more

Individual & Business Protection

Income replacement, key-person, and long-term-care coverage for whatever life brings.

Learn more

Leave a Legacy

Wealth preservation and estate strategies to protect and pass on what matters most.

Learn more
Illustration of a benefits plan protected under a shield

Benefits that benefit you.

Professional Planning Associates is an insurance brokerage and financial service organization specializing in the design, implementation, communication, and ongoing service of effective Employee Benefit, Income Protection, and Wealth Preservation strategies to reduce absenteeism, increase employee retention and satisfaction, and deliver convenient and cost effective solutions.

More About PPA

A meaningful contribution, every day.

Our mission is to make a positive and meaningful contribution, daily, to effective strategies and solutions that meet the goals and objectives of our clients. Our goal is to provide service that meets and exceeds our clients’ expectations with the utmost importance on client relationships based on trust, expert professional service, and the highest ethical standards. Employee retention and satisfaction, and delivering convenient and cost effective solutions are paramount.

Contact Us

Send us a message and let’s develop a strategy for your business. Or reach us directly at (866) 246-9731.

Let’s build a strategy that works for your business.

Talk with our team about employee benefits, income protection, and wealth preservation designed around your people and your goals.

Get in Touch