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Personalized financial planning with our 3P Approach©

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Helping you pursue your financial dreams today and always

Whether your financial planning goals include investment management, tax reduction, retirement readiness, business analysis, risk management, estate planning, education savings, or philanthropy, our experienced financial advisors help clients put the pieces of their financial puzzle together.

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With a combined total of 137 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

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At every life stage we are a partner who helps you plan for accumulation, protect what you’ve worked hard for, and pass a legacy on to the next generation.

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By delivering fee-based advice, you can be confident our financial advisors and professional team won't surprise you with commissions or hidden fees.

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Our mission is to inspire people to reach their financial dreams

The 3P Approach to planning forms a single foundation from which the seven pillars of financial success are managed. The services within these seven pillars help ensure your plan evolves at every stage of your life.

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Our Blog

As industry specialists, our financial advisors cover a wide range of financial planning and investment management strategies, as well as the latest market news and information. Check out our most recent articles:

Incentive Stock Options as Part of Employer Sponsored Benefit Plans

Introduction to Incentive Stock Options

Posted on September 19, 2022

Here’s what you need to know about incentive stock options.  Presented by Michael G. Wendlandt: What Are ISOs? Incentive stock options, or ISOs, are a type of employee stock option used in equity-based compensation strategies. They are also known as statutory stock options because they are subject to a strict set of regulations. ISOs qualify

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Medicare Advantage Do-Over

Medicare Advantage Do-Over & Open Enrollment

Posted on September 12, 2022

Here’s what you need to know about open enrollment and the Medicare Advantage do-over. Presented by Ben Murphy, CPA, PFS™: We’ve all made decisions we wish we could change. If you enroll in Medicare Part C, also known as Medicare Advantage, during the annual fall open enrollment and now doubt whether it’s the right health

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Guide to Federal Veterans Benefits with elderly man wearing military cap saluting.

A Guide to Federal Veterans Benefits

Posted on August 29, 2022

Presented by Kris Maksimovich, AIF®, CRPC®: There are two separate agencies overseen by the U.S. Department of Veterans Affairs (VA): The Veterans Health Administration and the Veterans Benefits Administration. The Veterans Health Administration determines eligibility for medical benefits, while the Veterans Benefits Administration determines eligibility for financial benefits. The agencies operate independently and have separate

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