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Personalized financial planning with our 3P Approach©

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Helping you achieve 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.

Expert Financial Planning Advice

Expert Financial Advice

With a combined total of 100 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

Global Wealth Advisors Personalized Wealth Management Roadmap

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 Fee-Only Financial Advisors

Simplified Fees

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

To accomplish this, we apply a financial planning process which forms a single foundation from which seven pillars of success are managed. These seven pillars form a clear image of the value we bring to clients as their lives evolve.

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Our Blog

As industry experts, 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:

A Crash Course in 529 Plans and Their Impact on Financial Aid

A Crash Course in 529 Plans and Their Impact on Financial Aid

Posted on October 25, 2021

Presented by Ben Murphy, CPA, PFS™: Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them.  Start with the Basics 529 plans are tax-advantaged college savings plans sponsored by a state or state agency, and there are two

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A Crash Course in 529 Plans and Their Impact on Financial Aid

Building a Solid Asset Protection Plan

Posted on October 18, 2021

Presented by Dean Elliott: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms and may be in your best interest. It starts with building a foundation of protection and may progress to more complex strategies. 3 Principles of Asset Protection The three fundamental principles of asset protection—and the key factors that

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Social Security as Taxable Income

Social Security as Taxable Income

Posted on October 11, 2021

Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the benefit will be lost to taxes. Generally, social security benefits are taxable only if you earned income, such as from wages or investments after retirement, in addition to your benefits. Understanding when

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