We offer a variety of wealth management solutions and services, which include:
Federal Employee Benefits
Life Insurance & Annuities
Assets Under Management
Our wealth management services begin with our five step planning process. This process provides direction, clarification and context to your financial life through clear communication, effective implementation and monitoring. Our process is meant to be very consultative and customized to your specific needs.
Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Professional Planning Services is independent of Regal Investment Advisors.
Our planning process begins with a detailed data gathering meeting, that we generally complete in our office. Our process is based on a comprehensive understanding of your objectives through thoughtful questioning and careful listening.
Working with PPS will be a different experience for the following reasons:
1. CHRIS LESTER IS A FIDUCIARY
2. WE BELIEVE IN A HOLISTIC TEAM CENTERED APPROACH
3. I AM DETERMINED TO BE UNBIASED
4. WE ARE TOTALLY FEE TRANSPARENT
5. WE GUIDE YOU TO CLARITY AND CLEAR DECISIONS
6. WE USE SPECIALLY DESIGNED EVALUATION AND DISCUSSION TOOLS
7. WE ARE COMPREHENSIVE IN OUR SERVICES
8. WE OFFER A 5-STAR CLIENT EXPERIENCE