SERVICES

We utilize our experience to partner with our clients in areas that include financial, risk, family legacy, business, and tax-efficiency planning.  We offer a customized approach to partnering together based on individual client needs.

FINANCIAL PLANNING

Planning for your unique financial goals and what's important to you.

INVESTMENTS

Portfolio management, alternative investments, and retirement plans.

RISK ANALYSIS

Evaluate and solve for risks that impact your financial life.

LEGACY PLANNING

Strategies for wealth transfer and charitable giving needs.

BUSINESS PLANNING

Planning for current and future business goals, including exit strategies.

EMPLOYER RETIREMENT PLANS

Competitive benefits to attract top employees, and employer tax advantages.

Our process includes partnering with clients to discover their current situation, anticipated needs, goals, develop implementation strategies, and conducting accountability meetings to review the progress of the strategies in place.

TD Ameritrade and PM Squared Financial, are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.