• Plan
  • Prosper
  • Protect

We are a group of independent financial advisors offering 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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Market News

Market News: What a Difference a Quarter Can Make!

Posted on May 11, 2018

By Kris Maksimovich Market News Last year, quarter after quarter passed with all news treated as good news and the turmoil of the day pushed aside as markets cheerfully climbed higher. This last quarter was a bit different with a decidedly less cheerful tone as markets soared in January, plunged in February and investors kept

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Socially Responsible Investing (SRI)

Will Socially Responsible Investing Become the New Normal?

Posted on May 8, 2018

By Kris Maksimovich The idea of Socially Responsible Investing (SRI) has seen traction over the past few years, moving it beyond a niche market option. Some people think that SRI is just a “tree hugger” initiative, but that is an unwarranted stereotype. SRI investing is based upon investing in your values and the things that

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business planning

Unforeseen Challenges to Third-Party Sales

Posted on May 4, 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, a sale to a third party is their assumed Exit Path. Some business owners even start their businesses with the goal of finding a larger, more deeply pocketed buyer; selling the business;

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