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About Preferred Planning Associates


Preferred Planning Associates is a full-service planning firm that offers a wide range of products and services. We are dedicated to developing long lasting relationships with each of our clients. We believe in helping you assess your financial goals by providing sound financial information. We have over 20 years of experience and are able to provide all of our clients with clear and easy to understand explanations of financial products and services. We take the time to understand your financial situation so that we can provide you with the highest quality, services and products. We are committed to maintaining the highest standards of integrity and professionalism in every step of the planning process.

Our Services

We can help you develop a customized financial program. We will walk you through a step-by-step process that will help feel confident in you decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

We can help you execute a sound financial program utilizing the following products.

    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Medicaid Planning

 

About Frank J. Zakrocky


Frank J. Zakrocky of Preferred Planning Associates

Frank J. Zakrocky

Frank J. Zakrocky has been licensed and assisting individuals, families and businesses since 1988. Frank has lived in Illinois his whole life, and has been married for over 25 years. He enjoys the simple things in life like taking long walks, biking and traveling. He enjoys the company of his family and friends. Frank’s clients often times turn into long-term friend.

Frank believes in helping people by guiding them with sound, practical direction. Things like cutting expenses, trying to help people save more and helping to implement low risk money making plans.

If you would like to reach Frank J. Zakrocky, you can contact him toll-free at: (877)837-6101