Retirement Planning

P3 Financial Group has partnered with HD Vest Financial Services to bring our clients an opportunity all other financial planners fail to do. We use our tax expertise to create objective and holistic investment strategies based off our 1040 analyst tool that is customized for each individual client. Using the data gathered from the 1040 we focus on 8 Wealth Management Issues that have been designed to center around what is most important to clients and their families, so we can eliminate the issues not impacting them and prioritize those that are and offer effective counsel.