Welcome!

Hello and welcome! This blog is here to help educate you about the basic concepts of financial management and to give you fast, easy access to financial information. We hope you take advantage of this resource and visit often as the site will be frequently updated and you don't want to miss any developments in the area of personal finance.

Our objective is to aid you in managing your retirement finances while safeguarding your nest egg, contending with inflation and minimizing taxes in order to give you peace of mind. Our specialty is maximizing returns on your retirement money as safely as possible.

The services that we provide include:
-401(k) and 403(b) Rollovers
-Retirement Planning
-Insurance Planning
-IRA and ROTH IRA

In this blog you’ll find a wealth of information in the form of articles, research reports, bulletins and links to various financial information.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this blog to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

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This site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

If you have any questions or know anyone who might need any of the types of services described within, please do not hesitate to contact us for a free consultation.

Email us at pfs1911@gmail.com.