top of page
  • Facebook - Black Circle
  • Twitter - Black Circle
  • LinkedIn - Black Circle

  Life changes. We make it easier.™

RETIREMENT PLANNING | SURVIVOR PLANNING | DIVORCE PLANNING

Your Happiness

Happiness: an abstract concept, yet likely the most important aspect of your life. At Plum Creek Wealth Advisors there is nothing more valuable to us than contributing to your overall happiness. We've read books, watched talks, asked questions of psychologists. The end result? Happiness is important, so we've built our business plan and processes with YOUR happiness at the front of our minds.

 

We talk about a lot of different things here. Financial goals, personal goals, what makes you happy and much, much more. We build plans for you and we STRIVE to make those plans evolve from the things that will make YOU happy. In all of our research we have found one common theme, EXPERIENCES MATTER and contribute to overall happiness. It's typically those experiences that people and families remember forever, not the material items. Not the big house or fancy car, it's the ice cream date with grandpa or dad, the ballet with grandma or mom, or the family vacation you take each summer. There are thousands of things you can do to make a memory. We want to help you get there. Be happy.

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

bottom of page