Our Services
Personalized Financial Resources (PFR) offers you the essential professional talent needed to make informed decisions and to create the coordinated financial overview necessary in today's complicated economic environment. We complement, not replace your current advisors, as well as draw upon accountants, attorneys, and other professionals. Together we work on a plan for your financial securities. Ours is a team approach. We offer a full range of financial services, including
BUSINESS PLANNING
Business Insurance
Employee Benefit Planning
Deferred Compensation Plan
Pension & Profit Sharing
Group Life, Health and Disability
Business Continuation Planning
Fringe Benefit Analysis
Buy/Sell Agreement
Money Market Accounts
Liquidity Needs
Budgeting Techniques
In conjunction with your attorney:
Wills & Trusts Planning
Systematic Gifting Programs
Charitable Giving
Probate & Estate Planning
Data Gathering
Analysis and Design
Presentation and Implementation
A fee may be charged by an investment adviser representative for certain financial analysis services*
PERSONALIZED SERVICE
Seek to exceed client's expectations
Work closely with individuals
Use quality investment products and services
Be a primary resource for related professional services
IRA, SEP, Keogh, 401K, etc
Retirement Plans
Pension Optimization
Tax-Deferred Annuities
Tax Advantaged Investments
Life Insurance
Term
Permanent
Equity Based
Second to Die
Life Settlements
Disability Insurance
Long Term Care Insurance
Health Insurance
Mutual Funds
Managed Accounts
Annuities
Private Placements
Equity-Based Life Insurance
The Best Way To Get Something Started To Achieve Your Financial Goals Is To BEGIN...
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