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Wealth Management Services: Wealth PlanTM

We understand that individual preferences dictate the comfort levels of investors when determining whether or not to consolidate assets under a single advisor. While many advisors will encourage or pressure clients to consolidate assets with their firm, PFS believes your money should be managed your way.

Our innovative financial planning program, Wealth PlanTM, is designed to provide you with a comprehensive look at your full financial picture, no matter where your assets sit.

Using cutting-edge reporting and organizational software, Wealth PlanTM is a fully integrated program developed for high net worth clients. It can help you consolidate and integrate the various areas of your financial life, in real time, and can provide paper-based or electronic reports that can be viewed 24/7.

Wealth PlanTM provides:

• Scenario planning – from single-goal or event analysis, such as retirement or an
  unexpected death or disability, to a comprehensive financial plan, Wealth PlanTM
  provides a platform for analyzing options and a roadmap to achieving your goals
• Comprehensive, aggregated view of all of your assets (including those with outside advisors) in one place
• Real time asset values for your financial plan across multiple accounts and advisors
• Vaulting of critical papers such as your estate plan, insurance policies, buy-sell agreements,
  tax returns, passports and photos of valuable assets

With the competent help of your PFS advisor, your Wealth PlanTM puts you in control of your financial life and your goals.

Learn more! View our short Wealth PlanTM online demo

We invite you to take a few minutes to discover how Wealth PlanTM can help you get on track to achieving your goals. Click on the link below and log in as Luke and Jen Smith to tour the actual Wealth PlanTM site.

Wealth Plan Overview - About Wealth Plan

Wealth PlanTM Hands-On Demo Site

User name: LukeJen1
Password: Wealthplan1