Helping clients achieve their
financial goals since 1970


OUR MISSION.
Utilizing the vast experience of our Financial Planning partners, we combine personal interaction with high tech computer science to help our clients attain confidence in their investments.

By reviewing your current financial situation, helping determine your goals and factoring in your risk tolerance, Professional Planning is dedicated to help with your financial planning, long-term capital preservation, and allocating your investment portfolios. 



We hope you will find this website your one-stop repository for all things financial. It’s broad. It’s deep. It’s aim is to be all-inclusive. 

We urge you to take advantage of the many features we provide. You will find concise information on subjects such as Trusts, IRA Plans, Current Tax Laws, Annuities, Insurance to mention but a few.

Plus up-to-date market changes that affects your financial planningPlus LINKS to Financial Publications, Industry News, Summaries, view of Your Portfolio…and much more.

We hope that the site will further your awareness of how our business works and the services we provide to help you.

From our website you can gather current quotes and news on individual stocks and funds, review your own personal portfolio, and send us messages and questions. Here you can stay up-to-date on relevant financial topics.

We think you will find this website informative. We hope that you bookmark it as one of your favorites concerning your financial matters.

Thanks for being here. We appreciate your visit.


 

Market Snapshot

Become a Client

Becoming a client with us is easy and can be rewarding. Click here to fill out our Information Request form and we will contact you shortly.

 


100 E. Thousand Oaks Blvd Ste 150, Thousand Oaks, Ca 91360
Phone: 805 446 4601   Fax: 805 446 1199   Email: melnachman@professionalplanning.com