Wealth Management Services

Attaining Financial Freedom

Our focus on guiding you to a sound financial future gives you the freedom to live life on your terms.

 

Success has a plan…  At PP&Co, everything we do is to help you identify, clarify, and achieve your freedom.  All of our efforts in accounting, tax, and consulting services lead to a smart, purposeful financial plan, which ultimately leads to your freedom.

We’re in this together…  As your trusted advisor, we partner with financial planning experts to help provide you with varied and viable solutions. Your CFP and CPA are in sync and always on the same page.  No uncertainty, no LegacyCapitalconfusion, no hassle.  If they’re involved, we’re involved.

It’s a matter of trust… Through our partner Legacy Capital Group we offer clients proven expertise while maintaining an active role in the financial planning process.  We have rigorously vetted our strategic partners so you can trust that they have the very best intentions.

More than just accountants.

We’re true partners to our clients and it’s our responsibility to help see them through the process.  This results in:

  • Less uncertainty and risk
  • No need to manage multiple advisors
  • Lower cost
  • Peace of mind

 

Broker/Dealer and Outside RIA registered Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services offered through Financial Planning Consultants, LLC (FPC), a Registered Investment Advisor. LSF and FPC are not affiliated.