Steady. Strategic. Supportive.

 

The Pi•E3 Financial Collaborative fosters long-term, trusted partnerships for building and navigating your financial independence. We will provide our expertise, guidance, and support to help you maintain your goals or develop a new path forward when life events intervene.

 

Everyone has unique, multiple, and sometimes conflicting financial goals. Through Andy, we will help you prioritize and implement balanced solutions to these common applications:

 

• Retirement

• Investment

• Income distribution

• Education

• Protection

• Estate Strategies

• Business

• Special Needs

Newsletters

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,597.05 -0.22%

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