We are consultants and confidantes that help families and business owners prepare for, minimize, and avoid life’s financial surprises.

We love surprises. Like a birthday party… or a marriage proposal… or better yet hearing “yes” to a marriage proposal.Unfortunately, we all know life inevitably gives us some bad surprises.

Like a mom working hard and reaching retirement age, only to find out she doesn’t have enough money for the retirement she deserves… or a dad passing unexpectedly, and leaving his family with no means to replace his income… or a business owner losing a key employee over a benefits package she thought was competitive.

At Plybon & Associates, We can’t tell you when surprises will happen, or what those surprises will be. But together we can take meaningful steps to make sure they don’t knock you off track, and life continues exactly the way you want it.

Wouldn’t that be a great surprise?