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  Life changes. We make it easier.™

RETIREMENT PLANNING | SURVIVOR PLANNING | DIVORCE PLANNING

Our Story

 

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?

What We Do

 

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.

Why We Do It

 

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.

We Also Do

 

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.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation

of an offer to buy or sell any security or instrument to participate in any particular trading strategy.

 

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Plum Creek Wealth Advisors and NPC are separate and unrelated companies.

 

NPC PRIVACY POLICY

25586 Bagley Rd. - Suite 2 ; Olmsted Falls, OH 44138

Phone: 440.801.1007 | info@plumcreekwealth.com

  

United Advisor Group (UAG), d/b/a Plum Creek Wealth Advisors, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Plum Creek Wealth Advisors, LLC, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name.  Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice

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