Why PWR? Your Fee-Only Financial Planner

PWR is the solution for people who want a personal touch from a growing company that puts the clients first. We’re committed to designing a financial plan that’s right for you and your family. Our goal is to help you reach your goals – whatever they may be.

PWR is a fee-only financial planner. We do not receive sales commissions, nor do we sell life insurance or other financial products. This means we can focus solely on what’s best for you.

We offer knowledgeable and objective recommendations to help you reach your financial goals. Following our in-depth consultations, we’ll be able to steer you toward the most effective solutions, explaining how the process works each step of the way.

As a working professional or parent with children, you know how important it is to plan for the future. With PWR, you can take control of the future with confidence and a clear understanding of what lies ahead.


In the Media

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Planning Ahead – Estate Concerns

Dear Linda, My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend? Dear Reader, Have your father meet with an estate planning attorney licensed in his state. This type of lawyer specializes in making sure a client’s wishes, with regards to one’s finances, are met in the event... Read More

Best Money-Saving Apps of 2017: Part 2.

Money-Saving Apps Part 2 I am back with another 3 great “money-saving” apps to share. Cardpool Cardpool is one of my favorites. I use it all the time to buy discounted gift cards for Starbucks, AMC and Nike purchases. They have gift cards for Target, Costco, Gas stations and plenty others. You do have to spend the money upfront to buy the gift card, but I usually purchase the “instant cards” from my phone app right before I know I am... Read More