Andrew J Magenheim,
Steady. Strategic. Supportive.
The Pi•E3 Financial Collaborative fosters long-term, trusted partnerships for building and navigating your financial independence. We will provide our expertise, guidance, and support to help you maintain your goals or develop a new path forward when life events intervene.
Everyone has unique, multiple, and sometimes conflicting financial goals. Through Andy, we will help you prioritize and implement balanced solutions to these common applications
• Retirement
• Investment
• Income distribution
• Education
• Protection
• Estate Strategies
• Business
• Special Needs
Contact Us
Please feel free to contact us with any questions.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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