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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Impact Investing: The Lingo

Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return. People interested in impact investing have expressed to us confusion over the many acronyms and terms used. This is our first post in a series on impact investing where we focus on demystifying the most common lingo. ESG stands for Environmental, Social and corporate Governance. The ESG factors were developed as a way to categorize areas... Read More

The Tax Implications of Donation-Based Crowdfunding

Are you considering setting up a crowdfunding campaign for yourself, or someone you know, to help pay for medical bills, tuition, or raise money for a cause? While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often. Money received from donation-based crowdfunding should be considered gifts, and therefore non-taxable. However, payment processors used by crowdfunding sites, such as Paypal, may issue a Form 1099-K to the recipient... Read More