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Financial Planning

Plan for a life you love

Are you on the right path?
Sometimes, it's hard to know.  Luckily, helping you figure it out is what we do best.

Our comprehensive financial planning process begins with getting to know you and your goals. We not only evaluate your current situation, we dig deep to discover how you got there. 

Next, we'll present short- and long-term strategies tailored to help you reach those goals. Our planners will use technology to build models that illustrate possible roadmaps for your financial journey. 

Smiling Family
Couple in Airport
Father and Son
Image by Mateus Campos Felipe

Here's a look at one of the tools we'll use to organize your financial information and model scenarios:

When looking at your financial picture, our Financial Planners will spend time with you reviewing four key areas: 

  • Cash Liability & Management

  • Investment Planning

  • Protection Planning

  • Tax Planning

By focusing on these areas, we can better develop a comprehensive picture of your financial needs and help you plan for a life you love.


Your Financial Planner will walk you through a variety of personalized recommendations to address your needs. We can even work with your existing partners (CPAs, bankers, attorneys, etc.) to fine-tune strategies. We understand that many potential solutions are complicated, and we pride ourselves on taking the time to educate you on all presented solutions, so that you may choose the ones that feel right to you.

When you say the word, it's go time! Our team of experienced advisors can, if you choose, help you implement* investment, protection and tax planning solutions. 

Your relationship with PFA doesn't stop there. A good plan only gets your where you want to be if you stick with it. That's why our team will continue to monitor your progress on an ongoing basis. Every few months, we get together to review your accounts, make updates and show you how far along the path to success you've come.  

We pride ourselves on and we'll work with you to present clear solutions Once your personalized strategy plan is delivered, we can help you implement solutions to help you reach the goals we set together. 

You deserve a partner that is committed to helping you reach your goals. 

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

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