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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:

Federal and State Retirement Systems With elderly figures standing in line labeled with decades from age 60-100.

Federal and State Retirement Systems

Posted on July 25, 2022

Being aware of retirement options and social security benefits can help you assess how financially secure you will be during your golden years. Presented by Gerard Longo, AIFA®: Federal, state, and local governments typically offer retirement benefits to most of their employees. Some provide a pension—a guaranteed income payment over the retiree’s and the spouse’s

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Avoiding Social Engineering Scams

Posted on July 15, 2022

What are social engineering scams—and how can you avoid them? We take a look at the latest cyber threats. Presented by Gerard Longo, AIFA®: You receive an email from a website you regularly use asking you to click a link to change your password due to suspicious activity. You take a phone call from the

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20 Ways to Reduce Your Digital Footprint

Posted on July 11, 2022

How do you reduce the digital footprint you leave behind every time you go online? Global Wealth Advisors’ Director of Communications has compiled a comprehensive list of strategies you can use. By Pamela Engstrom, M.A.: One important task that marketing specialists engage in is helping employers expand their digital footprint. That’s because increasing a company’s reach

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