• 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
  • 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
  • Frank Talk About Your Return on Life ™
  • eNewsBriefs

About PFS: Strategic Partnerships

Strategic Partnerships Add Client Value

At PFS, our strength and expertise is focused on the many facets of personal wealth management and investment planning. Yet we realize our clients have ancillary needs beyond our core competencies.

Your time is valuable. We know that searching for appropriate professionals in areas outside of PFS's core practice focus can be frustrating and time consuming. Since we are in constant contact with these professionals we are uniquely positioned to find the right firm to help you or your business.

Tangential needs that impact your business, finances and lifestyle may include:

• Determining the most appropriate and competitive medical plan for your business
• Securing the right property and casualty insurance for your business or home
• Locating a suitable CPA, Attorney, or Banker
• Securing a mortgage or other financing needs

Whatever your needs, PFS will facilitate solutions and help you access specialized services through our network of experts in various disciplines. From providing a simple introduction, to facilitating interactions with these professionals, you can trust PFS to connect you with experienced professionals who share our values and high standards. And you can rest assured that we have no financial interest in the firms we recommend, nor do we receive compensation or remuneration from these professionals. Our goal is to simply take care of your needs.