Our Services

We deliver trusted guidance across retirement, investments, insurance, and estate planning — tailored to your unique financial journey.”

Group of six diverse professionals having a meeting in a modern conference room with large windows

Let’s Make a Plan

Our team includes experts in many different avenues of financial planning. With over 125 years of combined industry experience, we provide personalized planning solutions tailored to your personal and business needs.

  • Two women sitting at a conference table, looking at a laptop and smiling. One woman has shoulder-length brown hair and wears a rust-colored blazer. The other woman has shoulder-length red hair, glasses, and wears an olive green shirt. The setting is an office with large green plants and chairs.

    Financial Planning

    Investment Goals and Objectives

    Risk Profile

    Current Investments & Allocation

    Current vs. Proposed Portfolio

  • Business meeting in a modern office with five diverse professionals gathered around a table, analyzing graphs and data on a large screen, with city skyscrapers visible through floor-to-ceiling windows.

    Portfolio Structure Review

    Mutual Funds

    Exchange Traded Funds

    Stocks

    Bonds

    Annuities

  • A diverse group of people sitting around a large conference table in a modern office, with laptops open, engaged in a meeting or discussion, large windows with city view behind them.

    Investment Management

    Strategic Allocation

    Tactical Allocation

    Discretionary Active Management

  • A laptop with open papers with graphs and financial data, a pink calculator with a digital display showing the number 88888888, placed on a light-colored surface.

    Post Implementation

    Annual Account Review

    Rebalancing

    Quarterly Performance Reports

  • A laptop on a reflective table displaying a dashboard with graphs, charts, and statistics related to user activity and website performance.

    Additional Services

    Retirement Needs AnalysisIncome Distribution Strategies

    Secured E-document Organizer

    Charitable Gifting Guidance

    Cash Flow/Budget Review

    Estate Planning

    Succession Planning

  • A desk with scattered papers, a calculator, a pen, and a small receipt.

    Living Balance Sheet

    See a holistic overview of your personalized financial picture - and journey - all in one place.

Contact Us

Do you consider yourself more of saver or spender? Either way the bills need to get paid.

We recognize that most Americans are still living paycheck to paycheck which is why our mission is to improve financial stability through our crafted financial plans. As your strategic financial professional, together, we can work to achieve outcomes that are in line with you and your family’s financial priorities. We do this through financial literacy, simplifying procedures, and integrating all financial aspects of your life so that they are working towards a shared vision.

A diverse group of five professionals engaged in a business meeting around a table in a modern office with large windows.

The Facts

Those with financial plans have more disciplined financial behaviors

Sixty-three percent of individuals that have a financial plan say that they feel more financially stable1

Eighty-eight percent of adults feel that they have benefited from receiving retirement advice from a financial professional2

Planners vs. Non-Planners

Outcomes & Expectations

  • Identify Clear Lifetime Priorities

    Identify what is important to you personally and financially.

  • Silhouette of a city skyline with various building shapes under a full moon night sky.

    Increase Financial Confidence

    Reduce financial stress and improve financial certainty.


  • A black silhouette of a cactus against a white background.

    Defined Decision-Making Process

    Determine clear and confident conclusions.

Close-up of a modern architectural building with curved white and blue glass panels, viewed from a low angle against a cloudy sky.

Create Your Plan Today

Contact a Member of Our Team

  1. https://content.schwab.com/web/retail/public/about-schwab/Charles-Schwab-2019-Modern-Wealth-Survey-findings-0519-9JBP.pdf

  2. https://www.cfp.net/-/media/images/cfp-board/cfp-board-images/reports-and-publications/cfp-board-morning-consult-retirementpreparednesssurvey-2019.pdf?la=en&hash=ECC8C62E12723B392647015C2FB76908

Fee-based financial planning is offered by appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities (PAS).

2020-113775 Exp 12/22