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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: Nikki Oaks, Frank HeitkerAnthony Butz

Hickory, NC Office

Standing from left to right: : Bryan Setzler, Ken Sigler, Kathy Navlyt. Not Pictured:  Samantha Shirreffs, Mary Ray
































Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck http://brokercheck.finra.org

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Life Policies Plus Long-Term-Care Benefits

Two insurance strategies that may help prevent savings from being depleted by the escalating cost of long-term care.

Managing Your 401(k)

Make the most of participating in employer-sponsored defined contribution plans, such as 401(k), 403(b), and 457 plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck