Broker Check

The First Step is to Step Back

An Effective Plan Starts with a Comprehensive Assessment.


Your Life. Your Goals. Your Future.


An effective long-term financial plan starts, first and foremost, with an in-depth look at all the different components that make up your current economic situation. 

Chances are you already have relationships with qualified professionals who focus on specific aspects of your financial situation such as taxes, insurance, investments and legal documents. But who is looking at your entire situation to make sure your goals are met and everything is coordinated? 

At PS&E, we start with a holistic audit of your current financial picture. We also work with you to define your specific financial goals, both during your lifetime and for future generations. 

Armed with this in-depth knowledge, the professionals at PS&E can identify potential problems, short-falls and coordination issues and then begin to formulate and design a comprehensive financial plan tailored towards meeting your specific needs. 

The PS&E team uses a sophisticated web-based tool for capturing, modeling and reviewing your financial situation. Each client has access to their own secure website or Wealth Management System (WMS) which is updated daily. 

For many clients the WMS provides the first look at their entire financial situation. There are numerous reports that provide up-to-date information about your current situation including Net Worth, Cash Flow, Investment Allocation, and Estate Distribution. There is even a digital vault to store all your important documents. 

The PS&E team leverages their wisdom and experience to develop creative solutions that help towards meeting your unique short- and long-term objectives. The WMS allows the PS&E team to model how various financial strategies and products will impact your ability to meet your goals.