Broker Check

Doing What You Plan

Implement, Review and Adjust.


Putting Your Plan into Practice


The financial plan that PS&E develops for you is like a blueprint for a new house. It remains just a "good idea" until it's actually implemented. Just as someone needs to coordinate the efforts of everyone involved in building a house - from excavators and carpenters to masons and painters - the same is true when it comes to implementing your financial plan. 

The professionals at PS&E are your financial "coordination specialists". They can orchestrate the activities of your financial team - including attorneys, accountants and investment advisors - to ensure that each part of your financial plan is implemented.


The World Changes, So Should Your Plan.


It's important that once your financial plan is in place and implemented, periodic reviews occur to adjust your financial plan based on changes in your life, your objectives and prevailing economic conditions. Your PS&E team proactively schedules these reviews to ensure that each aspect of your financial future is just where you need it to be. 

Our fee-based financial planning process ensures objectivity and comprehensiveness, all built on a foundation of integrity that is the hallmark of PS&E. 

Objective. Dedicated. Proactive. 

Our strengths can be one of your best assets. 

Now that you know the road the professionals at PS&E can guide you down, take the next step by scheduling a meeting with us and plan to prosper.