Preferred Planning Associates offers our members financial independence through establishing clear goals and financial discipline. Providing comprehensive personal planning services, Preferred Planning Associates' onsite financial advisor, Andrew Van Erp, is committed to educating members to make well-informed decisions and find meaningful financial paths to the future.
Services include:
ABOUT ANDREW
Andrew is a financial advisor with Preferred Planning Associates specializing in comprehensive financial planning, investment management services, asset protection and risk management, as well as customized retirement income plans. He has been in the financial services industry for over 20 years helping clients, advisors and institutions attain their financial goals and objectives by utilizing effective products, services and strategies. He believes that excellent service is the key to cultivating great relationships with his clients.
Prior to joining PPA, Andrew held significant positions at Ameritas, Manning & Napier, JP Morgan Chase and Morgan Stanley. He is a graduate of the University of Michigan with a B.A. in Economics and currently holds the FINRA Series 7, 24, 63 and 65 licenses in addition to insurance licenses. He is also a long standing member of the Financial Planning Association. Andrew stays involved in the community by supporting Paige’s Princess Foundation, Matthew 25 Ministires, Lakota/Mason Food Pantry and Saint Maximillian Kolbe church.
Andrew and Stacy, his wife of 17 years, have three children: Madison, Ellie and Carter. When he isn’t busy cheering them on at lacrosse, volleyball and track, Andrew enjoys playing golf, running and watching sporting events.
Terms & conditions
Disclaimers: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit the services described on this page to residents of states in which we are registered.
No information provided on this page is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of Cambridge Investments, Inc., whose identities and associations are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: Indiana, Kentucky, Ohio, California, Florida, Michigan, Oregon, and Pennsylvania.
If you reside in a state other than those listed, please contact us via the email links provided, so that we may take the appropriate steps and inform you when the services of Andrew Van Erp are available in your state. Thank you.
*Non-Deposit Investment Products are not NCUA or FDIC insured, are not obligations of or guaranteed by the Credit Union, involve investment risk and may lose value. Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Financial Planning, Miami University Community Federal Credit Union, and Cambridge are not affiliated. apply to transactions conducted using Online Banking services. MUCCU recommends the use of online banking products only on your own personal computer or Internet devices, on secure encrypted networks.
We have partnered with Liberty Mutual Insurance to provide the best coverage at affordable rates.
If your life takes an unexpected turn, your family’s finances can be strained. But with our Debt Protection Program , your loan payments or balance may be canceled, up to the contract maximums, in case of involuntary unemployment, disability, or death. It’s just one more way you can look out for the people you love
Terms & conditions
Disclaimers: Debt Protection is optional and will not affect your application for credit or the terms of any credit agreement required to obtain a loan. Certain eligibility requirements, conditions, and exclusions may apply. Please contact your loan representative or refer to the contract for a full explanation of the terms. You will receive the contract before you are required to pay for the program. You may cancel the protection at any time. If you cancel protection within 30 days you will receive a full refund of any fee paid.
We can help you find and finance your next vehicle through this no-cost program, now powered by Cars.com
One common option for overdraft protection is linking your checking account to your savings account. When you make a transaction that exceeds your checking account balance, funds are automatically transferred from your savings account to cover the shortfall, for a small $5.00 fee.
Terms & conditions
Disclaimers: All Overdraft signups are reviewed for the accountholder's standing with MUCCU, including account history, and are subject to approval or denial at MUCCU's discretion. Payment of an overdraft is not guaranteed. If we do not authorize and pay an overdraft, your transaction will be declined and item returned unpaid.
An overdraft occurs when your account does not have adequate funds for a transaction. We understand that hardships happen from time to time. With Courtesy Pay, we will honor your checks and ACH transactions. Courtesy Pay may provide certain members considered in "good standing" with the ability to overdraw their account up to $450 including fees. That means instead of returning a check or debit card transaction because of insufficient funds, we will honor your check or debit card transaction, saving you additional charges from the merchant collection companies.
Terms & conditions
Disclaimers: All Courtesy Pay signups are reviewed for the accountholder's standing with MUCCU, including account history, and are subject to approval or denial at MUCCU's discretion. Payment of an overdraft is not guaranteed. If we do not authorize and pay an overdraft, your transaction will be declined and item returned unpaid.
We charge a Courtesy Pay Fee of $31.00 each time we pay an overdraft.
There is no limit on the total fees we can cahrge you for overdrawing your account. If necessary, we can close your account if you have excessive overdrafts.
Safe Deposit Boxes are the safe way to secure your belongings. Your safe deposit box will be stored in our fireproof vault. Boxes are reasonably prices, from $25 per year, depending on the size of the box. Visit our office at 5120 College Corner Pike in Oxford to open your Safe Deposit Box today.
Miami University Community FCU offers Notary Services free to our members. Whether you need an auto title, deed, affidavit, power of attorney, or other legal document notarized, our state-commissioned notaries are on hand to help.
Notary Services are available at both offices in Oxford, Ohio. All signing parties must be present with driver's license or state-authorized ID for a document to be notarized.
MUCCU is a participant in CO-OP Shared Branching! You can access your money at over 5,600 Shared Branch locations, wherever you see the CO-OP Shared Branching logo. Just have your MUCCU account number and government-issued ID.