Piton Archives

Our clients are well-educated and intentional about their financial decisions. We offer a series of educational sessions targeted to various levels of expertise to help keep our clients informed.

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Long-Term Care Insurance
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®

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Estate Planning: Giving
MICHELLE CLARY, FOUNDER/CEO

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Long-Term Care Insurance
NICK MERCER, WEALTH ADVISOR, CFP®

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IRA: Planning Ahead
NICK MERCER, WEALTH ADVISOR, CFP®

Roth Conversions
MICHELLE CLARY, FOUNDER/CEO

Charitable Gift Annuities
NICK MERCER, WEALTH ADVISOR CFP®

Presidential Election

Strategic Planning Pre-election

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Financial Basecamp

What Is Your Number?

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Farther Along the Trail

Backdoor Roth IRA Funding

Facebook Live - Busting Common Life Insurance Myths

Facebook Live - Donor Advised Funds

Facebook Live - Strategizing for a Low-Tax Retirement

Facebook Live-Decoding the Pension Puzzle

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