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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:

Caring for an Aging Parent

Caring for an Aging Parent

Posted on October 19, 2020

Presented by Ben Murphy, CPA, PFS™: Caring for aging parents can be a difficult planning aspect to balance. If you are among the “Sandwich Generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared. Having

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Election Season Volatility

With Election Season Heating Up, How Much Volatility Should We Prepare For?

Posted on October 12, 2020

Presented by Dean Elliott:  September has been a difficult month for investors, as markets have dropped. As we head into October, with a contentious election less than five weeks away, it’s easy to see why investors are even more worried about what might be next. How big a drop might we see in financial markets,

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Executor Guide

A Step-by-Step Guide for Executors

Posted on October 5, 2020

Presented by Michael G. Wendlandt: This executor guide intends to help you in your role as executor of an estate. It explains the process and offers advice for getting organized and putting a plan in place to settle the estate as effectively and efficiently as possible. Accepting an executor appointment The role of executor may

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