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When I founded Plum Creek Wealth Advisors, I had been in the financial services industry for a little over thirteen years. Where did it all begin?
It's very specific. We help you through life changes. Retirement - Widowhood - Divorce. But we focus, first, on your happiness because that filters into every aspect of your life.
Most of us have a desire to be helpful, but beyond that a lot of us want to MAKE A DIFFERENCE. If you could feel like you made a difference, each day you went to work, wouldn't that be great? We do...and we love it.
Some of our services go beyond the traditional face to face client interaction: working with attorneys, outreach programs, and public speaking about financial planning for life changes, to name a few.