P&A’s office expansion is complete

P&A’s office expansion is complete

If you happened to call in to (or stop by) our office between April and September, there was a good chance you heard construction noise in the background.  Thank you for your patience during this process.  Now that the noise has subsided, and our office expansion is...
Bunching to reduce taxes

Bunching to reduce taxes

“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful.  Find out if you are among the certain taxpayers who stand to gain even greater tax...
P&A is hiring!

P&A is hiring!

As our business continues to grow, so too must our company.  Now that our recent office remodel is complete, we’re looking to hire a new Director of First Impressions.  This is the first person you see when you enter our office and likely the first person you...

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!