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866.998.2737
PROFESSIONAL PLANNING COORDINATION SERVICES, LLC ("PPC Services")
Financial Planning Education, Organization & Coordination
Education
Our first goal in delivering the service is to EDUCATE you about the financial planning topics applicable to you and teach you the right questions to ask your advisors.
Organization
Our second goal is to help you ORGANIZE your financial data and important documents in a highly secure electronic Portal that is accessible to you and any trusted advisors that you request have access (such as your CPA, Attorney or Investment Advisor).
Coordination
Our third goal is to COORDINATE the implementation of your financial planning action items using our proven processes to ensure the action items are completed by both you and your advisors.
Our Goals
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