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.
Trusts generally are used to reduce tax and help individuals leave wealth to their loved ones. But most trusts don't last forever and applicable taxes may discourage trust owners from leaving wealth to generations [...]
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Have you ever wondered [...]
If you're age 50 or older, you can make extra "catch-up" contributions to certain types of retirement accounts. Many people fail to capitalize on this opportunity because they haven't looked at the significant impact [...]
Salisbury • Ocean City • Lewes
Contact
1-800-274-2564
pksinvestmentadvisors@pkscpa.com