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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.

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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:

Has Washington Gone Blue?

Has Washington Gone Blue?

Posted on January 8, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: Wednesday, January 6, 2021, will be remembered in the history books—for a couple of reasons. First, while Congress met to count the inaugural votes, we anticipated that members from both houses would be objecting to electors from some states. What we didn’t anticipate was that the Capitol would

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New Changes to PPP and EIDL Loan Programs

New Changes to PPP and EIDL Loan Programs

Posted on January 4, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save jobs during the COVID-19 pandemic. New legislation seeks to offer opportunities for qualifying businesses to receive a first or second forgivable PPP loan. On December 27, 2020, the Consolidated Appropriations Act, 2021, was

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FAQs: What You Need to Know About the Second Round of Stimulus Checks

FAQs: What You Need to Know About the Second Round of Stimulus Checks

Posted on December 31, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: On December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021, into law. In addition to funding the U.S. government through September 2021, the Act provides additional relief for Americans who have been struggling since the first COVID-19 stimulus package was passed in March. The new law provides

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