• ABOUT PFS
  • Meet Your Team
  • Strategic Partnerships
  • The PFS Difference
  • The PFS Experience
  • Return on Life - 6 Truths
• WEALTH MANAGEMENT SERVICES
  • Client Pyramid of Success
  • Family OfficeSM
  • Wealth PlanTM
  • Multi-Generational Guidance
  • 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
• PRESS COVERAGE
• CLIENT RESOURCES
  • Market Insight
    & Market Outlook
  • Frank Talk
    Quarterly Newsletter
  • 401(k) Today
    (Retirement Plan News)
  • Subject MattersSM
    (Financial Services News)

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 and Market Outlook

We like to keep our clients up-to-date on the financial markets. Every quarter we send our Market Insight Report filled with the latest news and information on the ever changing financial marketplace. 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. Market Outlook 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 and Market Outlook.

Frank Talk Quarterly Newsletter

Below is a collection of past and present newsletters and associated articles. Use this as a resource for yourself as well as for friends and colleagues.

CLICK HERE to receive Frank Talk.

401(k) Today

401(k) Today is a summary of articles on various defined benefit and defined contribution issues that we think will be beneficial to you. These articles are a quick read and an easy way to stay current on the latest news and information in the corporate retirement world.

CLICK HERE to receive 401(k) Today.

Subject MattersSM

Subject MattersSM is a summary of retirement plan articles on various financial planning issues that we think may be beneficial to you. These articles are a quick read and an easy way to stay current on the latest news and information in the investment world.

CLICK HERE to receive Subject MattersSM.