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,
Giving You and Your Family A Better LIfe.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 ManagementThere 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. |
