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.
Should you transfer wealth during your lifetime or transfer it to heirs after your death? Answering this question can be complicated because many factors are involved. For example, you might want to take advantage of the[...]
If you’re in, or nearing retirement, you may be wondering how the 2024 presidential election may impact your portfolio - and your retirement plans. Perhaps you’re wondering if you should wait to claim Social Security[...]
Section 529 plans can be a tax-smart way to save for college and other qualified education expenses. Contributions to these plans aren't deductible for federal tax purposes, but earnings and gains accumulate [...]
Salisbury • Ocean City • Lewes
Contact
1-800-274-2564
pksinvestmentadvisors@pkscpa.com