address

2 Executive Drive

Suite 130

Somerset, NJ 08873

Phone: (732)302-1810

Fax: (732)302-2557

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© 2019 Professional Planning Services. All rights reserved.​

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Professional Planning Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Professional Planning Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.   

Check the background of this investment professional on FINRA's BrokerCheck.

 
Chris Lester
ChFC®, RICP®, CCPS®
President of PPS
Eagle Team Partner
Alan Fried
PPS Advisor
Eagle Team Associate
Kate Erchick
PPS Office Manager
Eagle Team Contracting
Keith Lester
PPS Advisor
Chief Information Officer
Matthew Perino
Intern
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John Baker
Eagle Team Partner
Chad Castle
RICP®
Eagle Team Partner
Steve Buller
Eagle Team Partner
Greg Gall
ChFC®
Eagle Team Partner
Dave Gagnon
CPA
Eagle Team Associate
Mark Orr
CFP®, RICP®
Eagle Team Associate
Keith Sprincz
CLU®, ChFC®
Eagle Team Associate
Cheryl Daughtery
CEO of CWS
Eagle Team Associate
Lisa Anthony
Expert in Women's Health
Eagle Team Associate
Dwayne Burnell
MBA
Eagle Team Associate
Gary Wright
Eagle Team Associate
Frank Dimicelli
Eagle Team Associate
Michael Corrigan
Eagle Team Associate
Gary Dunne
Eagle Team Associate
Joe Allbright
Eagle Team Associate
Show More
 

Kai-Zen and 

Tri-Zen

If you are a highly compensated person and have not been saving 33% of your income for retirement, an executive benefit plan can help fix your retirement shortfall.

Results in Advance

Let's take a look at all of your options and see what path is most likely to get you to your goal.  This is a high level overview of where you are and where you can be.

Annuity Stress Test

Have you been promised guaranteed returns and feel skeptical about those promises?  We'll stress test any variable annuity -

complimentary!

Legacy

Lock

Are you in need of Estate Planning? Wills, Trusts and legacy planning don't have to be difficult or expensive.  We can help.

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NOW

Get a free term quote in real time here.  Once you've received your quote, we can review it with you to help you make a decision on what would work best for you.

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Services

As a full service financial planning firm, we often encounter clients who need help in other areas including: College Planning, Tax Planning & Healthcare Analysis