• Plan
  • Prosper
  • Protect

A smarter approach to planning your future, reaching your goals and protecting your most valuable resources

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Our 3P Approach to Financial Planning and Wealth Management

Plan

Your goals are too important for a “one-size fits all” plan. Every journey begins with a well-designed road map to ensure your success, and is designed exclusively for you and your family.

Prosper

Together we will implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible.

Protect

As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. Because having to return to work after retirement is never anyone’s plan.

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Retirement for Women

For Women, a Pay Gap Could Lead to a Retirement Gap

Posted on January 19, 2018

Presented by Kris Maksimovich Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women. Statistically speaking Generally, women work fewer years and contribute less toward their retirement

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Business Fraud

Fraud: Do You Know It When You See It?

Posted on January 15, 2018

Article presented by Kris Maksimovich, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Planning Professionals™. The subject of employee dishonesty is a delicate one. Owners generally want to trust their employees, and given all the other battles owners fight on a daily basis, they are often not as vigilant as they

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Discovery Process

Knowing What You Have to Get What You Need

Posted on January 12, 2018

Article presented by Kris Maksimovich, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Planning Professionals™. For many business owners, building their successful businesses began by accurately determining what they had. Whether their businesses provide products, services, or ideas, the success they experienced didn’t come to them blindly. It likely took years

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