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

As Seen In

Get Our Proprietary 3P Approach© to Financial Planning

Show Me More

Helping you achieve your financial dreams

Our clients are partners. 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©. With this approach, we follow 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©.


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 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 seven pillars form a clear image of the value we bring to clients over the life of our relationship.

Learn More

Simplify and Track Your Financial Progress

Our Blog

As industry experts, our financial advisors cover what's most important to you with a wide range of financial planning topics and the latest market news and information. Check out our most recent articles:

Medical Risk News Improves, Economic Data Softens

Medical Risk News Improves, Economic Data Softens

Posted on November 30, 2020

Presented by Dean Elliott: Over the past several days, the medical risk for new infections show signs of slowing, and the rate of increase has slowed substantially. With many states implementing anti-COVID measures (e.g., mask mandates and partial lockdowns), the medical risk and infection growth looks to be slowing. It’s too soon to be certain,

Read more
Solutions for Managing Student Loan Debt

Solutions for Managing Student Loan Debt

Posted on November 23, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S., student loan debt rose to $1.51 trillion last year, according to the Federal Reserve Bank of New York. So, if you or family members are dealing with the burden of budgeting

Read more
Despite Rising Medical Risks, Markets Continue to Rally

Despite Rising Medical Risks, Markets Continue to Rally

Posted on November 19, 2020

By Tom Kennedy, CFP®: With the third wave of infections accelerating around the country, the medical news continues to get worse. Case growth has reached new highs, and the geographic spread of this wave continues to deepen. In fact, case growth in many states remains at levels that threaten health care systems, and several states

Read more