Booklets, Guides, Resources and White Papers


          Medical Professionals: A Prescription for your Financial Health

College Planning

          Financial Aid for College

          Saving for College

          529 Plans and Estate Planning

Financial Planning

          New Client Discovery Fact Finder

          PPCG Financial Planning Guide


          6 Questions to Assess Your Risk Score - (RTQ)

          The Benefits of Tax-Advantaged Savings Strategies 

          What You Need to Know About Annuities in 2020

Life Events

          Caring for Your Aging Parents

          Loss of a Spouse or Loved One

          Planning for ReMarriage


          2020 Key Numbers

          Answering the Financial Questions that Count

          Personal Document Locator

          PPCG Newsletter - May 2020


          Planning for Social Security

Risk Management

          Disability Insurance Basics

          Life Insurance Basics

          Life Insurance in 2020

          Long-term Care


Employer Resources

          Employee Benefits for Special Circumstances

          What You Need to Know About Retirement Plans in 2020

          Retirement Plans for Small Business Owners