Happy 25th Birthday to P&A!

Happy 25th Birthday to P&A!

P&A was born on 6/30/95.  We have faithfully forgotten to celebrate every year since then.  This year was no exception, but so far, the faux pas has not exceeded 24 hours.  I have never been good at calendars or birthdays, but this one should...
A paperwork story

A paperwork story

A husband and wife met with us a couple times and they’re ready to become our client.  P&A has checked the boxes for a simple pricing structure, a fiduciary relationship, and full transparency.  They’re also drawn to our financial planning services and being able...
How markets work

How markets work

Like anyone else, I watch TV.  However, I might be a tad more discriminating about the “facts” I allow to invade my cranium.  Previously mentioned in my scribblings is a passion for how things work.  It is not unusual for me to take things apart before using them. ...
Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.
DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

Please enter your name and email below.

You have Successfully Subscribed!