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 we’re spending our time

How we’re spending our time

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  For this post, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during...
The market isn’t the economy

The market isn’t the economy

Over the last six weeks, 30 million people have filed for unemployment…a staggering number.  Yet over the same time period, the S&P 500 is up 22%, and from the March 23rd low, the stock market is up 31%.  How can this be?  Over the last couple of weeks, we’ve had...
A look back

A look back

In our 25-year history, we’ve never been busier than we were from late February through early April 2020.  The markets provided us with plenty of portfolio work, not to mention the number of client conversations we’ve had over the last 60 days.  Our team has done a...
529 Plan Playbook

529 Plan Playbook

Are you a parent or grandparent who desires to save for a minor’s future college expenses?  529 Plans are a great investment vehicle to do so.  And, you may get a current tax benefit to boot.  We don’t custody or actively manage 529 accounts, but we can help 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!