Why PWR? Your Fee-Only Financial Planner

PWR is 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 in your best interest.

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 parents 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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How to Recognize a Ponzi Scheme

A Ponzi scheme is a fraudulent investment. The organizers of the scheme do not invest your money in something with intrinsic value. Instead, they pay you a “return” with the contributions of new investors. Ponzi schemes received their name in the 1920’s after Charles Ponzi was convicted of running this type of business. Despite all the knowledge we have of previous Ponzi schemes, they continue to defraud people from all walks of life. We are even seeing a new wave... Read More

Credit & Debit Cards to Use Abroad

Are you traveling abroad this summer and unsure which of your “plastic” you should bring with you? Travel is already a luxury but it can get even more expensive when each purchase is racking up additional fees. Recently I went to Asia and did some research of my own. Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card. Credit... Read More