ONE GOAL, MANY OPTIONS
Financial Services
PFS Wealth Management Core Services Include:
Our approach includes a multi-faceted nest-egg optimizing plan that prescribes a course of action across virtually every area of Retirement Planning in a fashion completely unique to your situation and lifestyle goals.
Financial Planning
Flat-fee financial planning
Identifying "What's missing" from your current financial plan
Roth conversion analysis
Leaving a legacy for your loved ones
Aim to reduce future estate taxes
Social Security claiming strategies
Long-term care insurance planning
Charitable gifting strategies
Retirement Income Planning
Tailored Retirement Income Solutions
Measuring the probability of your retirement success
Creating your Retirement Income Plan
Quantifying your Retirement Income Gap
Closing your Retirement Income Gap
Investments to potentially generate retirement income
IRA distributions
INSURANCE Planning
We are experts in helping those we serve protect what they care about:
Life insurance
Disability insurance
Long-term care insurance
TAX STRATEGIES
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
IF YOU HAVE FURTHER QUESTIONS ON ANY OF OUR FINANCIAL SERVICES…