The Complete Plan Process PFS implements a unique system to help you gain security in your retirement years. This system helps you understand the strengths and weaknesses of your current financial situation and create a powerful vision for your future. We help you identify any roadblocks that might stand in your way and work with you to develop strategies to overcome them and accomplish the goals you set. Doing What Other Advisors Neglect To Do.™

ESTATE PLANNING
“You may think that estate planning is for the very wealthy, and although that is true, it is also true that everyone needs to do some estate planning.  You need to have some basic documents in place to assure that your assets are distributed as you want them to be and to ensure that you will have access to your money when you need it.  If you have a more sizable estate, you will need to do more in the way of estate planning to avoid death taxes, pass your estate on and ensure the proper distribution and liquidation of your estate."		Some basic documents that are commonly used in planning are as follows: 1)       Wills 2)       Financial Powers of Attorney 3)       Medical Powers of Attorney 4)       Quality of Life Directives 5)       Trusts 6)       Other planning techniques

Investment Management There are only two ways to make money:  People working and money working.  We show your money how to work. It is hard enough to earn money and then save some of what you earn.   It is a shame to see hard-earned money squandered by dumb investment choices and high commissions. Premier Financial Services, Inc. offers investment management services through affiliated companies.  Most accounts are managed on a daily basis in exchange for a negotiated management fee, paid quarterly.  No commissions are charged for transactions in these accounts, regardless of the number of times money is moved.  The only incentive we have is to make your money grow. Accounts are managed for risk as well as return using Modern Portfolio Theory.  Over 91 percent of the return of any portfolio comes comes from asset class selection.  We have a team of experts to handle these duties. We want to manage your serious money.  Money you can't afford to lose.  Money to be invested for the long haul. Call today to find out how you can invest with professionals you can trust on a low-cost basis.

Asset Protection In today's environment, where it seems everyone wants to sue if you "look at them wrong", this is an important planning area. We are trained and experienced in planning techniques to shelter assets from nuisance lawsuits, creditors, and other unexpected assaults on your wealth. It is sometimes possible to bullet-proof your wealth, putting a quick halt to lawsuits and forcing creditors to negotiate a quicker settlement to claims. Call today to discuss how we can help you.

202 West 7th Street, Carroll, Iowa 51401
Phone: 712-792-6400  •  Fax: 712-792-6670
Email: email@sklenar.com

Securities offered through thinkorswim, Inc., a registered broker dealer and member FINRA/SIPC, 600 West Chicago, IL 60610.  Advisory services offered through Honkamp Krueger Financial Services, Inc. and Redhawk Wealth Advisors, Inc., both registered investment advisors.  Premier Financial Services, Inc., thinkorswim, Inc.,  Honkamp Kruger Financial Services, Inc. and Redhawk Wealth Advisors, Inc. are independent corporations.

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