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  • 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


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.


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


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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Retirement Planning

Retirement Income Planning: The Total Return Approach Vs. the Bucket Approach

Posted on March 12, 2018

Presented by Kris Maksimovich Most working Americans have only one source of steady income before they retire: their jobs. When you retire, however, your income will likely come from a number of sources, such as retirement accounts, social security benefits, pensions, and part-time work. When deciding how to manage your various assets to ensure a

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Trade Wars Image

Is It Time to Worry About a Trade War?

Posted on March 9, 2018

Presented by Kris Maksimovich On March 1, 2018, President Trump announced that the U.S. plans to impose tariffs on steel and aluminum imports. Markets around the world were shocked by the news, with major U.S. indices declining more than 1 percent just when it looked like they were recovering from the February downturn. Why did

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Commonwealth market update and financial news

Market Update for the Month Ending February 28, 2018

Posted on March 9, 2018

Presented by Kris Maksimovich  A bumpy ride for the markets February was a rocky month for the stock market. A mid-month plunge of roughly 10 percent left the three major U.S. indices down at the end of the month, though they were able to make up some of the loss. The Nasdaq Composite lost 1.74

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