Making money isn’t just an end in itself. Every one of us has underlying motivations and aspirations driving the creation of our wealth. We want to know what yours are, so we can help guide you toward achieving the purpose you envision for your life.

To us, living free from worry is the definition of financial freedom, and we work with each client to help ensure they’re on course to get there. By understanding your purpose, we then transform your vision of financial freedom into an actionable plan defined by realistic goals, achievable benchmarks and measurable progress. At your direction, we implement a customized investment strategy to best optimize the probability of success in achieving your dream. The result of this process is the PFS GPS Plan™.

Stewardship means the careful and responsible management of an obligation entrusted to one’s care. This is how we see our role in your life, preparing you for the expected and unexpected with a comprehensive financial plan which takes into perspective every aspect of your life today, and the possibilities for tomorrow. Our disciplined methodology, called the Stewardship Planning Semesters™, incorporates tax and estate issues, insurance, education planning and long-term care, among many other subject areas, to develop a living, breathing plan adaptable to changes in the markets, in legislation, and in your life.