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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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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:

Social Security Claiming Strategies: A Guide for Widows and Widowers depicts elderly woman holding laptop and social security check.

Social Security Claiming Strategies: A Guide for Widows and Widowers

Posted on January 17, 2022

If you are widowed, you have some decisions to make when it comes to claiming social security benefits. You may be eligible to claim benefits based upon either your own earnings record or that of your deceased spouse. To qualify for survivor benefits, your deceased spouse must have been “fully insured” under social security regulations

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What should be included in a trust document and pen.

What Should be Included in a Living Trust?

Posted on January 5, 2022

By Kris Maksimovich, AIF®, CRPC®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their property will transfer quickly to their heirs. The truth is, whether you have a will or not, your assets will go through the probate process when you die. Probate can be a rather

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Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

Using a Charitable Remainder Trust for the Sale of an Appreciated Asset

Posted on January 3, 2022

Presented by Gerard Longo, AIFA®:  A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or property to charities while also retaining an income stream. The grantor, or someone of their choosing, can receive an income for a term of up to 20 years or for the life

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