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    • Financial Planning with a Purpose

      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. 

    • At PKS, our constant objective is to help you meet your long-term financial goals.

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      Financial Planning
      Financial Planning

      At PKS, our constant objective is to help you meet your long-term financial goals.

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    • 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.

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      Retirement Income Planning
      Retirement Income Planning

      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.

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    • We are advocates for Evidence Based Investing with a focus on reducing costs and taxes.

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      Investment Management
      Investment Management

      We are advocates for Evidence Based Investing with a focus on reducing costs and taxes.

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    • We provide the highest standard of care.

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      Fiduciary Services
      Fiduciary Services

      We provide the highest standard of care.

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    • We help you create a retirement plan that is tailored to your business.

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      Employer Retirement Plans
      Employer Retirement Plans

      We help you create a retirement plan that is tailored to your business.

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    • Protecting against unforeseen loss, or leaving a legacy.

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      Risk Management
      Risk Management

      Protecting against unforeseen loss, or leaving a legacy.

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    • Your tax professionals and financial planners working together.

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      Tax Management
      Tax Management

      Your tax professionals and financial planners working together.

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    • Transferring your assets in the most tax efficient manner.

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      Estate & Trust Planning
      Estate & Trust Planning

      Transferring your assets in the most tax efficient manner.

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    • In the News

    • Idea: Roth IRAs as an Estate Planning Tool

      Roth IRAs are a great tax saving tool. The reason: Investments held in a Roth IRA are allowed to build up federal-income-tax-free. Later on, you can take federal-income-tax-free withdrawals. Obviously, a zero tax rate is[...]

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    • Inheriting Money? Considerations for Handling It

      After receiving an inheritance, you need to determine how to incorporate those assets, whether stocks, bonds, real estate or some other asset, into your finances. Consider these points during the process: Determine what [...]

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    • Remember RMDs this Tax Season

      Did you know that, once you turn age 70½, you must start taking mandatory annual withdrawals from your traditional IRAs, including any simplified employee pension (SEP) accounts and SIMPLE IRAs that you set up as a [...]

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