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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

    • Striking a Balance Between Retirement Planning and College Saving

      For 2022, the amount you can sock away into your 401(k), 403(b) and most 457 plans will rise another $1,000 to $20,500. If you're at least 50 years of age, you can put away up to $27,000 thanks to catch-up contributions.[...]

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    • Recession Preparation

      By: Gigi G. LeKites, CFP®, CRPC®    Inflation is up, the market is down and now there’s talk about a recession! Just the idea of a recession makes the calmest person sweat. And what if a recession is coming? Is [...]

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    • Reap Tax Rewards from Securities Harvest This Fall

      With autumn coming up, it's time to think about "harvesting" capital gains or losses from sales of securities. In addition, unfavorable tax law changes proposed in President Biden's American Families Plan (AFP) may [...]

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