Premier
Financial Planning, Inc. (PFPI) is a fee-only financial
planning and investment management firm whose services
are provided through the Registered Investment Advisor
of PFPI by a Certified Financial Planner. During the initial
no-charge consultation, the scope of your needs and the
cost of the services required to fulfill those needs can
be identified.
Our services include:
- Development
of goals and risk assessment
- Cash
flow analysis
- Insurance
analysis and risk management
- Retirement
planning
- Estate
Planning
- Investment
planning, asset allocation and portfolio design
(including company 401(k) plans and non-profit
403(b) plans)
- Active
money management
- Incorporation
of specific goal planning, such as college funding,
home purchasing, debt management, long-term care
alternatives, etc.
- Tax
strategies throughout the planning process.
|
PFPI
does not provide legal, insurance or accounting services.
If necessary for your particular financial needs, we coordinate
with legal, insurance and accounting professionals as
appropriate.
|