Preferred Planning Concepts, LLC Email Format
Financial ServicesIllinois, United States2-10 Employees
Based in Schaumburg, Illinois, the company serves individuals seeking retirement preparation, investment portfolio development, college savings, insurance solutions, and optimization of employee benefits. Its services are delivered through licensed arrangements with Cambridge Investment Research entities, with securities and advisory offerings designed to align with clients’ financial targets while recognizing the limits of tax or legal guidance. The firm operates as a small team within the broader financial services landscape.