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HP₃ Financial Planning Process

Every action we take is based on our data-driven, 3-step process.

Clarity 

Clear thinking exists at the intersection of mutual understanding about where YOU are and where YOU are going.

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Confidence

Individualized strategies ensure that your goals are always in focus, providing confidence to act and implement crucial financial plans.

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Control

Control the controllable in the process of wealth management through dynamic tools and ongoing support.   

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

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Wealth Planning

 We offer comprehensive wealth management and retirement planning strategies.

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Investment

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Business Planning

Managing your money involves more than simply making and following a budget.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
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Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.
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Meet Our Team

Jim Duke

Jim Duke

Managing Partner

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