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

 

CASH FLOW MANAGEMENT
  • Money Market Accounts
  • Liquidity Needs
  • Budgeting Techniques

 

ESTATE CONSERVATION  

In conjunction with your attorney:

  • Wills & Trusts Planning
  • Systematic Gifting Programs
  • Charitable Giving
  • Probate & Estate Planning

 

FINANCIAL ANALYSIS  
  • 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

 

RETIREMENT PLANNING
  • IRA, SEP, Keogh, 401K, etc
  • Retirement Plans
  • Pension Optimization
  • Tax-Deferred Annuities
  • Tax Advantaged Investments
RISK PROTECTION
  • Life Insurance
    • Term
    • Permanent
    • Equity Based
    • Second to Die
    • Life Settlements
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance
INVESTMENTS
  • 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... 
» Contact PFR Today