Combined, our advisors have managed over $500 million in advisory and brokerage assets. We pride ourselves on the quality of service we provide in all aspects of Wealth Management, Insurance Services and Consulting.
We create strategies that help you
preserve your assets.
We will develop a comprehensive asset protection plan that utilizes protective trusts and takes full advantage of every applicable and federal exemption.
We will work with them to help minimize the tax burden and help maximize the value of your estate as assets are transferred to your heirs.
We review each of your current insurance policies and related financial vehicles in order to offer options currently available to you that may not have been on the market in past years.
Individual & Business Retirement
PS&A is retirement service provider that stays abreast of the ongoing legislative changes affecting individual retirement planning, as well as company group plans.
Our Employee Benefit Consulting Division rounds out our services by ensuring that benefits offered in the workplace compliment, fortify, and maximize both employer and employee expectations.