• ABOUT PFS
  • Meet Your Team
  • Strategic Partnerships
• 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
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  • Long Term Care Insurance
  • Divorce RightSM
  • Balancing ActSM
    Bill Management
• CORPORATE SERVICES
  • 401(k) PlusSM
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  • Succession Management
  • Employee Wellness
  • Risk Management
• THE PFS EXPERIENCE
• CLIENT RESOURCES
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  • Frank Talk About Your Return on Life ™
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The PFS Experience

Your Way is Our Way

We invite you to experience a different approach to managing your wealth. At PFS, our most successful relationships have been developed with individuals, families and business owners who:

We believe that achieving your goals and dreams does not happen by simply handing over control of your assets and your future, but in ensuring your unique voice is heard and your vision reflected through every engagement.

In the transition from making money through your work, to your capital assets making money for you, awareness will make critical opportunities visible.

At PFS, we begin by asking questions and listening carefully to the answers, not by making assumptions or trying to fit your needs into a boiler plate process.

Only then can we go to work for you — your way.

Our Unique Approach

We know from experience that our client-partners seek a trusted advisor:

• Smart and knowledgeable, but approachable
• Sound ideas you can trust to be in line with your values
• Independent and objective solutions
• The degree of control you desire
• A relationship built on integrity, strong communication and mutual respect
• Someone who understands that it's your life and your money

Our approach begins with a close and comprehensive examination of your situation, challenges and objectives. We will not offer guidance before we fully understand you, your values, tolerance for risk and other important factors.

We then begin the circular process of plan design, implementation, monitoring and adjusting on your schedule. We advocate change for you when it is needed and identify new opportunities on the horizon.

Our process, your advantage

Our goal is to assist you in controlling your financial future on your terms. Many of our clients hire us as their Personal CFOSM to actively manage all aspects of their financial lives due to a lack of time, inclination or the skills to do it themselves.

With your authorization, we can make all or specific adjustments on your behalf, depending on how you decide to empower us. You control your destiny.

We invite you to contact us today to discuss how we can help you achieve your specific goals and spend more time enjoying the life you've built.

Awareness makes opportunity visible!

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