Financial Planning

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Risk Analysis

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

Together we can take the guesswork out of your financial future.

Types of Accounts

Traditional IRA

Roth IRA

Rollover IRA

SEP IRA

Trusts

Educational - 529

Retirement

Tax Strategies

Estate

College

401(k)

403(b)

Profit Sharing

Investments Services

Mutual Funds

ETF's

Common Stock

Preferred Stock

Alternative Investments

Annuities
- Fixed, Indexed, Variable

Bonds:
-Government, Tax-Free, Corporate, Foreign

Insurance

Life Insurance:
- Term, Whole Life, Variable,
Indexed Life

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@pfc.la | (818) 501-9922