• ABOUT PFS
  • Meet Your Team
  • Strategic Partnerships
• WEALTH MANAGEMENT SERVICES
  • Client Pyramid of Success
  • Family OfficeSM
  • Wealth PlanTM
  • STARSM
  • Investment Management
  • Retirement
  • Estate Planning
  • Philanthropy and Charitable Giving
  • Tax Consulting
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Divorce RightSM
  • Balancing ActSM
    Bill Management
• CORPORATE SERVICES
  • 401(k) PlusSM
  • Executive Benefits
  • Succession Management
  • Employee Wellness
  • Risk Management
• THE PFS EXPERIENCE
• CLIENT RESOURCES
  • Market Insight
  • Personal CFO Report
  • eNewsBriefs

Client Resources

Our clients seek out our advice and PFS responds with an array of market and financial resources for investors. Simply click on the links below to access.

There's a reason we do not offer financial calculators and analytical tools. Our advisory services provide the guidance you seek to pursue your goals, enabling you to spend your valuable time on the things you're most passionate about in life.

Market Insight

To keep you up-to-date on the financial markets, we deliver our Market Insight Report. Published quarterly by LPL Financial, this report contains the latest economic and financial market news and information from an independent and unbiased perspective on the ever-changing financial marketplace.

Subscribers to Market Insight also receive the twice-yearly Market Outlook report. This report provides a synopsis of the prior 6-months market and economic activity, provides perspective on trends and an outlook for the coming 6-month period.

CLICK HERE to receive Market Insight.

PFS Market Update

PFS is committed to strong communication and keeping you informed without overwhelming you with information. The PFS Market Update reports on financial market events as they happen. During periods of economic turmoil, PFS clients may receive brief, weekly updates to help you better understand events as they unfold. During less turbulent periods, you may expect to receive monthly or quarterly updates providing perspective on financial market activity.

CLICK HERE to receive PFS Market Update.

Frank Talk About Your Return on Life™ (formerly Personal CFO Report)

Frank Talk About Your Return on Life™ is a quarterly resource for clients seeking a more personal perspective on current economic, political and financial events and how those events may impact your overall Return on Life™. This newsletter offers insight and expertise from the professionals at Planned Financial Services on a broad range of financial planning topics for both individual investors and business owners, as well as occasional client profiles and case studies.

Below is a collection of archived newsletter articles. We invite you to use this resource for yourself and share it with friends and colleagues.

CLICK HERE to receive Frank Talk About Your Return on Life™

eFlash and 401(k) eFlash

eFlash publications provide guidance on the more technical aspects of financial planning as well as legislative and regulatory issues that may be beneficial to CPAs, attorneys, bankers, business owners and other professionals. These brief articles make it easy to stay current on news, information and changes impacting your business, profession or industry.

CLICK HERE to receive eFlash and 401(k) eFlash.