In the fast-changing laws and regulations on Estate Planning have you ever felt as if you needed someone that would “have your back?” Jim Zipher of Preferred Planning Associates was there for me and my family. He was able to do what others could not. He worked diligently to save my mother’s estate and he continues to be a dependable and trusted advisor to me and my entire family. I would recommend (and have recommended him) to others. Personable, caring, and he delivers. 5 stars in my book!
June 2023
As a senior citizen on the cusp of retirement, I needed professional guidance on many issues. I was very impressed that on my first consultation, Jim Zifer spent nearly two full hours with me (complimentary). Questions from Jim were extensive, way more that I expected. However in short time I realized it was to help him understand who I am, where I am now, what got me to this point in my financial life, details on my health and personal life needs, and what I want and need to better prepare myself (and my loved ones) financially, and to be covered with the insurance, benefits and investments that I should consider.The information and feedback Jim provided was extremely... read full review
October 2021
Everyone there does a great job getting your senior planning organized and finances protected. Jim does a great job and we feel good that our property and money will go where we want it without interference by the government.
In the fast-changing laws and regulations on Estate Planning have you ever felt as if you needed someone that would “have your back?” Jim Zipher of Preferred Planning Associates was there for me and my family. He was able to do what others could not. He worked diligently to save my mother’s estate and he continues to be a dependable and trusted advisor to me and my entire family. I would recommend (and have recommended him) to others. Personable, caring, and he delivers. 5 stars in my book!
As a senior citizen on the cusp of retirement, I needed professional guidance on many issues. I was very impressed that on my first consultation, Jim Zifer spent nearly two full hours with me (complimentary). Questions from Jim were extensive, way more that I expected. However in short time I realized it was to help him understand who I am, where I am now, what got me to this point in my financial life, details on my health and personal life needs, and what I want and need to better prepare myself (and my loved ones) financially, and to be covered with the insurance, benefits and investments that I should consider.The information and feedback Jim provided was extremely... read full review
Everyone there does a great job getting your senior planning organized and finances protected. Jim does a great job and we feel good that our property and money will go where we want it without interference by the government.