Build

1 We’ll get to know you.

We're committed to understanding where you are in life and where you want to go.

Do you have a written financial plan?
Are you happy with your investments?
What financial goal is stressing you out?
When do you want to retire?

2 We’ll customize a plan.

Your current strategies might need a simple tweak or a complete re-work...be confident in your path forward

Understand your "buckets of money"
Investment selection
Retirement plan projections
Tax reduction strategies

3 We’ll see it through.

We will be at your side to help you stay focused on maximizing your financial plan.

Regular personal check-ins
Accessible service team
Financial education
Jargon free conversations

Help us define who you are.
We’ll help you answer all of life’s big questions.

PFA and its representatives are in compliance with the current registration requirements of those states in which PFA maintains clients. PFA's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the PFA website on the internet should not be construed by any consumer and/or prospective client as PFA's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet.