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We are committed to helping successful individuals, retirees, and business owners identify and achieve their financial and lifestyle goals.  To assist our clients, we offer a diverse array of financial professionals to create customized financial strategies.  We provide our clients with the assistance needed to address both simple and complex financial solutions with knowledge and confidence.  In addition, we keep our clients at the forefront of the changes in tax laws and financial products.  Our clients enjoy a trusting and comfortable atmosphere where they can be a part of planning their future.


Our Team Members are ready to help you meet your financial goals.

Image of Premier Planning Group Office Staff

Valley Forge, PA Office

Sitting: David Fazzini, Frank Hennessey, Michael Polin,
Standing: Joseph Bell, Lisa Brand, James Hower (Glen Mills,PA), Lynna Grandas, Helen Ann Auriello

    Image of Premier Planning Group Office Staff

Cincinnati, OH Office

Left to Right: Frank Heitker, W. Benjamin Hardigg, Kimberly Dunne, Thomas Heitker, Anthony Butz


Hickory, NC Office

Standing from left to right: : Bryan Setzler, Ken Sigler, Kathy Navlyt Seated: Sharon Wilson

   

 

Special Bequests for Special People

A personal property memorandum could be used to make bequests of specific items to heirs.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

Can Small Companies Benefit from Big Data?

Some of the ways business owners are using data to help improve business efficiency and customer interaction

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

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