Life is complicated enough, your financial planning shouldn’t be

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Learn about our proprietary 3P Approach© to financial planning

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Helping you achieve your financial dreams today and always

Our clients are partners and together we have a single goal of reaching your financial dreams today and in retirement. Through years of experience we developed and refined a process to financial planning based upon this partnership philosophy – we call it the 3P Approach©. Our dynamic approach follows a series of steps that guide both of us through creating  your unique plan. Our process is designed to ensure that you never outgrow a stagnant plan, rather the plan continues to evolve as your life unfolds. We are happy to introduce you to our 3P Approach© to financial planning.


Expert Advice

With a combined total of 100 years of experience, our financial advisors help people just like you simplify your complex financial life.

Personalized Roadmap

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.

Simplified Fees

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

7 Pillars of Financial Success – One Solid Foundation

Our planning process forms a single foundation from which 7 pillars of financial success are managed, including wealth management, risk management, assistance to loved ones, retirement planning, income tax planning, estate planning and value added services. Our 7 pillars form a clear image of the value we bring to clients over the life of our relationship.

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Simplify and Track Your Financial Progress

Our Blog

As industry experts, 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:

The CARES Act Student Loan Relief Options: Who Benefits and How?

The CARES Act Student Loan Relief Options: Who Benefits and How?

Posted on February 23, 2021

UPDATED 02/23/21 Presented by Kevin M. Curley, II, CFP®: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. The U.S. Department of Education (DOE) announced an extension of this relief through September 30, 2021. The CARES Act encompasses a

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Markets Have High Hopes

Markets Have High Hopes for 2021

Posted on February 22, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: For the third week in a row, the markets have high hopes as the big picture has continued to improve. New cases, positive testing rates, and hospitalizations are trending down, while vaccinations are scaling up. If these trends continue, we are likely through the worst of the pandemic

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Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

Posted on February 15, 2021

By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One strategy, made possible beginning in 2010 by a provision to the Tax Increase Prevention and Reconciliation Act

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