We are a team of independent financial advisors who apply a holistic perspective and take a personalized approach to financial planning and wealth management. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives.
Our team of Certified Financial Planners™️ help our clients pursue their ideal financial futures while staying on course for the long haul.
“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”
“It’s amazing to get to work with someone over a span of twenty years and watch them pursue the financial plans we’ve helped them to implement.”
“We help our clients take a disciplined approach to their finances which results in the pursuit of their dreams and things they didn’t think were possible.”
“Each person is different and helping someone to make the choices that are best for them is what is most important.”
“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”
“Every person who calls or visits us is important to me. Whether it’s someone I talk to all the time or someone I’m meeting for the first time.”
“Life changes often and not always as expected. I enjoy staying connected to our clients, so we can help them navigate any and all of life’s changes.”
“We take pride in serving our clients and caring for our clients just like family.”
FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.
Do you qualify for financial idependance retire early (FIRE)? Here are some takeaways that can strengthen any retirement plan, regardless of investor age.
One common change that investors make during their financial journeys is to move funds from one retirement account to another. Whether this move occurs for tax purposes, because of a change in employment, or for another reason, it’s important to consider how this change will be made: as a rollover or transfer.
Saving for retirement is an incredibly complex decision and conversation. It’s got to be one of the most common questions that we’re asked here at P&S. There are a lot of rules of thumb out there. But, at the end of the day, it’s an incredibly personal decision, and there’s no ‘one size fits all’
