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Premier Financial Planning, Inc. (PFPI) is a fee-only financial planning and investment management firm whose services are provided through the Registered Investment Advisor of PFPI by a Certified Financial Planner. During the initial no-charge consultation, the scope of your needs and the cost of the services required to fulfill those needs can be identified.

Our services include:

  • Development of goals and risk assessment
  • Cash flow analysis
  • Insurance analysis and risk management
  • Retirement planning
  • Estate Planning
  • Investment planning, asset allocation and portfolio design (including company 401(k) plans and non-profit 403(b) plans)
  • Active money management
  • Incorporation of specific goal planning, such as college funding, home purchasing, debt management, long-term care alternatives, etc.
  • Tax strategies throughout the planning process.

PFPI does not provide legal, insurance or accounting services. If necessary for your particular financial needs, we coordinate with legal, insurance and accounting professionals as appropriate.

711 Executive Drive, Princeton, NJ 08540 / 609-924-2424

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