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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

   

 

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

HOT TOPIC: Trading in Microseconds

Principles of high-frequency trading and an examination of its potential impact on average investors.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

HOT TOPICS: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

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