• Plan
  • Prosper
  • Protect

Independent financial advisors offering 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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Market Update and Financial Market News

Market Update for the Quarter Ending March 31, 2018

Posted on April 5, 2018

Presented by Kris Maksimovich Stormy March drags down markets March was a rough month for financial markets across the globe, as tariffs and trade wars grabbed headlines. All three major U.S. indices were down for the month. The Dow Jones Industrial Average was hardest hit, posting a loss of 3.59 percent. The S&P 500 Index

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Tax Identity Theft

What Should You Do if You Are a Victim of Tax Identity Theft?

Posted on March 31, 2018

Presented by Kris Maksimovich When it comes to filing your tax return, you put in the time and effort to complete every form accurately and according to the instructions. But even if you do everything by the book, a tax identity thief may still file a fraudulent return in your name. Unfortunately, this happens all

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Business exit plan

How Emotion Affects Your Business Exit

Posted on March 28, 2018

Article presented by Kris Maksimovich, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Planning Professionals™. Generally, business owners feel comfortable being owners. They enjoy what they do, but rationally, they know they need to change their roles in their businesses eventually. But most owners don’t resist planning their exits on a

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