Our mission is to be the trusted financial advisor for all aspects of our clients' financial lives. In so doing, we take the time to develop a complete understanding of each client's financial goals and aspirations, their individual circumstances, and their investment objectives and concerns.
With that information, we help our clients make informed investment decisions and keep them focused on their intended path to a secure financial future. We continue to work closely with our clients using an ongoing consultative process to help guide them through life's challenges, and remain on the right track for financial success.
As your focus shifts from saving money, and moves toward using that money to live the retirement you want, an experienced retirement planning advisor can be your greatest asset.
As your focus shifts from saving money, and moves toward using that money to live the retirement you want, an experienced retirement planning advisor can be your greatest asset.
With all the turmoil in the banking industry today, it may be a good time to revisit what the FDIC is, how it works, and how you can make sure you are covered. What is the FDIC? The Federal Deposit Insurance Corporation[...]
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. Most taxpayers have until Tuesday, April 18, 2023, to submit their tax return or request[...]
To have a health savings account (HSA), you generally must be covered by a high-deductible health plan (HDHP) at work. HDHPs have become popular in recent years as employers have struggled to keep health benefit costs [...]
Salisbury • Ocean City • Lewes
Contact
1-800-274-2564
pksinvestmentadvisors@pkscpa.com