Leaving no stone Unturned
to build your ideal retirement plan.
With over 20 years of experience, PFS Inc. defines its practice with multi-faceted financial and legacy plans - prescribing a course of action completely unique to your situation and lifestyle goals.
We are a team of retirement planning specialists, serving our clients as trusted fiduciaries for more than 20 years. We reject the notion of one-size-fits-all retirement planning and pride ourselves on our attention to detail. Our comprehensive method of plan design leaves no stone unturned in the quest to build your optimal plan. Our clients can have confidence in knowing that we are constantly looking to defend their interests from every retirement obstacle that stands in their way.
Our philosophy hinges on giving clients the knowledge and skill to make better decisions on their own behalf, starting with understanding the hidden costs of retirement and outlining clear, written financial goals. We are retirement educators as well as financial advisors. What we offer is experience plus concern and compassion, delivered to each and every client on an individual basis to help them achieve a healthy financial future.
Our typical client is 55 to 65 years old and has a financial net worth of $500,000 to $3 million. Our clients come to us to address a variety of concerns and issues, including:
- Realigning a current investment portfolio to be more suitable for retirement.
- Lowering the risk of a current investment portfolio.
- Looking at a wide range of suitable investment options for diversification and income, including the stock market, annuities, IRAs, Roth IRA conversions and more.
- Identifying the potential need for long-term care insurance.
- Creating a plan for livable income while potentially reducing tax costs.
- Developing a smart strategy for leaving a legacy to your loved ones.