Planning Associates of the Southern Tier LLC 

In today’s world individuals, families & business owners and need to be able to get reasonable and measured advice from a person they trust.  Many times we find ourselves at a crossroad, wondering which turn to take, which decision to make.  At Planning Associates of the Southern Tier, LLC we are here to help you plan and implement financial strategies that will grow and advance your business and/or personal financial position. 

Investment Adviser Representative of and Advisory Services offered through Royal Fund Management, LLC, a SEC Registered Adviser

What We Do

Planning Associates exists to help people in 5 key areas of life:

• Finding affordable health care solutions for each stage of life
• Helping people save for their futures
• Helping people not out-live their savings in retirement. 
• Helping Individuals, Families and Business Owners protect their most valuable asset: Their ability to earn an Income.
• Help Hospitals, Medical Practice Groups and Physicians to fund their Malpractice Insurance in ways that they control a significant portion of their premium dollars

Call Us Today!

Contact us today to schedule an appointment so we can begin the process of reviewing your situation and laying out a plan with discipline and purpose, one that meets your needs, with your concerns front and center.  We look forward to serving you and yours today, tomorrow, and in the days to come.