Personalized With You in Mind
An analysis of your financial future may consist of four major areas.
Within each of these areas, PFR assesses your current position and goals, as well as point out possible concerns that may prevent you from achieving your financial objectives.
Review and help assist you in deciding on investments that take into account your assets and liabilities as well as your risk tolerance and specific goals for the future. Our objective is to help you achieve greater accumulation so that short and long term goals, like education and retirement, become achievable.
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Review your past year’s tax return and compare it with your existing tax situation in order to help reduce future taxes.
Please note, we are not accountants and do not provide tax advice. Please consult with your tax advisor on matters relating to your individual situation.
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An important key to successful investing is choosing a strategy that fits your financial goals, time horizon and risk-tolerance. We at Personalized Financial Resources have access to a wide array of investment products, which allow our clients the investment flexibility to help them address their personal goals.
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What assets you have when you retire, and how they are distributed to your survivors is a very important part of your financial future. The degree of estate shrinkage that might result because of taxes and settlement costs is also a major concern. We can help you meet your distribution objectives with the reduced shrinkage of assets.
We would work closely with you and your attorney in developing an appropriate strategy.
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The Best Way To Get Something Started To Achieve Your Financial Goals Is To BEGIN...
» Contact PFR Today
Personalized Financial Services
- 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
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- Money Market Accounts
- Liquidity Needs
- Budgeting Techniques
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In conjunction with your attorney:
- Wills & Trusts Planning
- Systematic Gifting Programs
- Charitable Giving
- Probate & Estate Planning
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- Data Gathering
- Analysis and Design
- Presentation and Implementation
- A fee may be charged by an investment adviser representative for certain financial analysis services*
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- Seek to exceed client’s expectations
- Work closely with individuals
- Use quality investment products and services
- Be a primary resource for related professional services
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- IRA, SEP, Keogh, 401K, etc
- Retirement Plans
- Pension Optimization
- Tax-Deferred Annuities
- Tax Advantaged Investments
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- Life Insurance
- Term
- Permanent
- Equity Based
- Second to Die
- Life Settlements
- Disability Insurance
- Long Term Care Insurance
- Health Insurance
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- Mutual Funds
- Managed Accounts
- Annuities
- Private Placements
- Equity-Based Life Insurance
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Summary
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.
The Best Way To Get Something Started To Achieve Your Financial Goals Is To BEGIN...
» Contact PFR Today