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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Best Money-Saving Apps of 2017

Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’t... Read More

A Conversation with John

I had an encounter recently with an annuity salesperson – we’ll call him John. John introduced himself as a financial advisor. I said I was a fee-only financial planner, and I don’t charge commissions. He said he didn’t either. The following is a paraphrase of our conversation. I share it with you because it is a good example of questions you should be asking investment professionals before you consider working with them. In particular, question those who sell products. This... Read More