PLC exists to serve our clients in the areas of their greatest needs. Our goal for our clients is that they will have more peace of mind around their finances because of our advice and financial life planning process. A well thought-out plan that is based on your personal values and built around your specific goals should move the needle toward this end.
We can help show whether you are on track to achieve your goals, what risks lie in the way of those goals, and identify what needs to change to redirect to the most efficient path to your financial finish line.
Also, thanks to our years of working closely with the CPA firm now known as Norton, Collar, Lund, Lilley, PLLC, we integrate tax planning in most conversations.