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Personalized financial planning with our 3P Approach©

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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.

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With a combined total of 65 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

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The 3P Approach to planning forms a single foundation from which the seven pillars of financial success are managed. The services within these seven pillars help ensure your plan evolves at every stage of your life.

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As industry specialists, 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:

Decoding the Debt Ceiling Crisis concept depicts upside down woman standing on ceiling.

Decoding the Debt Ceiling Crisis

Posted on January 24, 2023

Presented by Gerard Longo, AIFA®, CPFA®: The headlines this week have warned that we’re nearing a “debt ceiling crisis.” What does this mean? It’s estimated that on January 19, 2023, the United States will have borrowed as much money as it’s legally allowed to borrow and will be prohibited from borrowing more. Why is this

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Inheriting Debt from a Family Member concept depicts Stressed woman carrying on her back shoulders large box.

Inheriting Debt from a Family Member

Posted on January 21, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® :  Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family member passes away. Unfortunately, many people find themselves dealing with creditors and figuring out how to pay their loved one’s debts as they grieve. To avoid this situation, it makes

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It’s Here: What You Need to Know About SECURE 2.0 concept depicts Hand of woman watering green dollar tree growing in white pot.

What You Need to Know About SECURE 2.0

Posted on January 11, 2023

Presented by Tom Kennedy, CFP®: On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people.

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