Home Page Title Image


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

   

 

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Tips for Your 2014 Taxes

The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

Smaller Hikes for Medicare Advantage Premiums

The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

More Newsletters →