Gigi G. LeKites (back left)
• Certified Financial Planner
• Chartered Retirement Planning Counselor
Steven E. Sweigert (back middle)
• Chartered Retirement Planning Counselor
John M. Stern, Jr. (back right)
• Certified Public Accountant
• Personal Financial Specialist
Daniel M. O’Connell, II (front left)
• Certified Public Accountant
• Personal Financial Specialist
• Certified Valuation Analyst
Timothy A. Gonzales (front right)
• Certified Financial Planner
• Accredited Asset Management Specialist
A Q&A with One of the Shore's Top Investment Teams
Q: WHAT ARE THE CORE VALUES OF YOUR FIRM?
A: We are driven by the principles of trust, knowledge and transparency. As a registered investment advisory firm we adhere to a strict fiduciary standard. Each decision is strategically made with our clients’ best interests in mind.
WHAT DIFFERENTIATES PKS FROM OTHER INVESTMENT FIRMS?
With the full support and resources of our sister company, PKS & Company, P.A., Certified Public Accountants & Advisors to Business, our clients have complete access to our team of tax and financial professionals under one roof. It is our core belief that the coordination between financial planning and tax planning is essential.
WHAT IS ONE OF THE COMMON MISTAKES YOU SEE PEOPLE MAKE WHEN IT COMES TO THEIR RETIREMENT?
Failing to properly plan for Social Security benefits. Understanding Social Security eligibility,
how to maximize your benefits and the complex factors one should consider before taking Social Security is an extremely important decision you should make with the help of your financial advisor.
HOW DO YOU HELP YOUR CLIENTS ACHIEVE THEIR RETIREMENT GOALS?
Financial planning involves the detailed review and analysis of all facets of one’s financial situation, an understanding of long-term financial goals and the development of a plan to take you from where you are today to where you need to be in the future. Together, we work with our client’s team of financial professionals (CPA, attorney, insurance agent, etc.) to effectively communicate and execute the strategies necessary for success.
WHY DO PROFESSIONAL DESIGNATIONS MATTER IN YOUR INDUSTRY?
As a firm, we pride ourselves on our extensive education, knowledge and experience. There are over 100 different types of credentials acknowledged by the Financial Industry Regulatory Authority (FINRA) — and not all of these letters carry equal weight when it comes to qualifications. The designations our advisors hold require numerous hours and/or credits of formal education, multiple exams, years of experience and required continuing education. Understanding which designations signal elevated expertise is powerful knowledge when searching for a financial advisor. Our clients benefit from our extensive education, training and experience.
PKS INVESTMENT ADVISORS, LLC
OFFICES IN SALISBURY, OCEAN CITY & LEWES
410-546-5600 | PKSAdvisors.com