• Plan
  • Prosper
  • Protect

A smarter approach to planning your future, reaching your goals and protecting your most valuable resources

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Our 3P Approach to Financial Planning and Wealth Management

Plan

Your goals are too important for a “one-size fits all” plan. Every journey begins with a well-designed road map to ensure your success, and is designed exclusively for you and your family.

Prosper

Together we will implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible.

Protect

As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. Because having to return to work after retirement is never anyone’s plan.

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Purchasing a New Car

Key Questions for First-Time Car Buyers

Posted on February 16, 2018

Presented by Kris Maksimovich Purchasing your first vehicle can be stressful, with many questions and concerns surrounding the decision. Should you buy an SUV or a sedan? Which gets the best gas mileage? Which color do you want? While questions like these are important, there’s another issue that should take top priority: buying versus leasing.

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Bull and Bear Stock Market

What Does the Market Decline Mean for You?

Posted on February 9, 2018

Presented by Kris Maksimovich Market drops are scary, especially when they come day after day. The decline on Monday, February 5, was particularly bad. In fact, it has been billed as the largest point drop ever for the Dow Jones Industrial Average. Looking at that, it’s normal to think that the stock market is in

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Commonwealth market update and financial news

Market Update for the Month Ending January 31, 2018

Posted on February 8, 2018

Presented by Kris Maksimovich  Stock markets have strong start to the year As we transitioned from 2017 to 2018, equity markets continued their advance, with all three major U.S. indices posting large gains in January. The Nasdaq Composite led the way, climbing 7.40 percent. The Dow Jones Industrial Average and the S&P 500 Index followed

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