Services

HELPING YOU TO PREPARE FOR WHAT'S NEXT

PFS invites clients who are seeking these services regardless of race, religion, sex, age, or color. We proudly support all of our clients' goals. We want to assist you in making smart financial decisions.

Estate Planning

We work with clients and their families to create wealth transfer strategies designed to help preserve family values and educate the next generation on financial and investment best practices.

Wealth Management

We offer a robust suite of wealth management, advisory, financial planning, and family office services.

Insurance

Deciding on the right Life Insurance policy usually depends on your future goals. We can help you chose the policy that will fit your needs at an affordable price.

Asset Protection

We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments, and reallocation of assets as appropriate.

Retirement/ 401k Panning

We design retirement strategies with an emphasis on income distribution needs, long-term goals, tax management and charitable giving.

To contact an Advisor

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