Broker Check

Our Services and Value

Profit Planners Management is a publicly traded company offering individual and small business financial solutions. Collectively, we have more than 75 years of experience in accounting, banking, finance, and investment management. 

At Profit Planners Management, we pride ourselves on developing and maintaining long-term relationships. Our goal is to be accessible while providing a “one-stop shop” you can rely on for your financial needs.

Retirement Income Strategies

  • Fixed Annuities*
  • Fixed Index Annuities**
  • Variable Annuities

Fee-Based Investments

  • Stocks
  • Bonds
  • Brokerage Accounts
  • Alternative Investments
  • Portfolio Design and Management

Financial Planning

  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Mutual Funds
  • Bank Products (including CDs)
  • 401(k) Planning
  • 403(b) Planning
  • Tax Preparation

College Savings Strategies

  • 529 College Savings Plans



Estate/Legacy Strategies

  • Term Life Insurance
  • Whole Life Insurance
  • Single Premium Life Insurance
  • Universal Life Insurance
  • Fixed Index Universal Life Insurance
  • Individual Long-Term Care Insurance
  • Group Long-Term Care Insurance
  • Home Health Care Coverage
  • Living Wills *
  • Elder Law *
  • Estate Planning Asset Protection *

* - We are not attorneys, but we work with qualified legal professionals who provide these services.

Small Business Solutions

  • Pension Planning
  • Profit Sharing
  • Defined Benefits
  • Business Continuation Planning

Additional Services

  • 501c3 Preparation
  • Bookkeeping
  • Accounting & CPA Services *
  • Business Development
  • Group and Individual Health Insurance
  • Disability Insurance

* - We are not CPA's.  Accounting services are offered through licensed CPA's.