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.
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.
Life changes. We make it easier.™
RETIREMENT PLANNING | SURVIVOR PLANNING | DIVORCE PLANNING