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Investment advice that isn’t tied to commissions…

Rising Success

You’re working hard and your bank account balances are growing rapidly. How do you start an investment plan (or refine your current one) to make sure your money is working as hard for you as you did for it?

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Major Life Events

Life events impact all of us and money is often at the center. Whether through the sale of a business, a job change, the death of a loved one, or a divorce, you may find yourself with a lump sum of money you want to protect and grow.

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For many people, retirement from one job simply means the beginning of a second career.  Have you reached financial freedom?  How can you ensure your monies produce the income that allows you to live the life you want?

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You can access your account information whenever and wherever you want through your P&A Client Portal.  (Clicking the blue button results in leaving the P&A website.)

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Access your account information via Schwab Alliance by clicking on the Charles Schwab button below.


Besides the P&A Client Portal, you can access your account information through Charles Schwab’s website, Schwab Alliance, by clicking the button below.

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A big part of our job is educating and informing our clients.  We do this is many ways, one of which is via our monthly client email.  You’ll get our thoughts on the markets, some planning ideas, recent changes that may affect you, and even lighter fare, like book and movie reviews.

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