Benefits That Benefit you

Explore our services and let’s develop a strategy for your business.

Who we Are

Benefits that benefit you.

Professional Planning Associates is an insurance brokerage and financial service organization specializing in the design, implementation, communication, and ongoing service of effective Employee Benefit, Income Protection, and Wealth Preservation strategies to reduce absenteeism, increase employee retention and satisfaction, and deliver convenient and cost effective solutions.

Our Mission

Our mission is to make a positive and meaningful contribution, daily, to effective strategies and solutions that meet the goals and objectives of our clients. Our goal is to provide service that meets and exceeds our clients’ expectations with the utmost importance on client relationships based on trust, expert professional service, and the highest ethical standards. Employee retention and satisfaction, and delivering convenient and cost effective solutions are paramount. 

Contact Us

Call Us

Monday – Friday

8:30am – 5:00pm

Our Location

3607 Plum Shade Court

Richmond, VA

23233

Frederick Helm

Owner/President

Jen Bennett

Client Services Manager

Mel Helm

Operations Manager

Nic Doer

Business Development Manager

Have a Question?

3607 Plum Shade Court

Richmond, VA 23233

Learn how you and your business can benefit and build better relationships via our comprehensive solutions.

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