PPS Financial Advisors

PPS Advisors (Professional Planning Services Inc) is a New York based comprehensive wealth management firm serving the unique needs of affluent individuals, corporate executives, professionals, and business owners in the areas of Retirement, Educational funding, Wealth Accumulation and Wealth Preservation.

Lawrence Passaretti is founder and Managing Partner of PPS Advisors, Inc. and is one of the top financial advisors in the country with over a quarter-century of financial investment planning experience.

Lawrence and the PPS Advisors Team provide the following services to their clients:

•Business continuity planning
•Executive benefit planning
•Tax-qualified retirement planning
•Employee benefit planning
•Executive financial counseling
•Estate liquidity and wealth transfer planning
•Insurance analysis services
•Retirement planning
•Education funding design
Specialties

Retirement Planning Strategies, Education Planning and Funding, Wealth Accumulation, Wealth Preservation, Wealth Transfer, Succession Planning