With PPS you save time and make your life easier and hassle free.
The process begins when you call for an appointment. From then on, everything is tailored to your needs.
For your convenience, all meetings take place in your home or office. Your checking account and credit card information are digitally imported into Quicken.
We use online access, auto pay, alerts on bank accounts and credit cards, and scanning of documents for record keeping. Scanned images are attached to your Quicken file.
Following our Code of Ethics, PPS is careful to respect your privacy. As financial stewards, the firm is fully insured and all information is treated as confidential and carefully secured to guarantee your peace of mind.