In your current financial picture you may already have a CPA, an attorney, an investment manager, and an insurance specialist that do not collectively achieve symmetry when making recommendations. Without an appropriate level of analysis, in which all aspects of your financial life are considered, costly mistakes likely will arise and pertinent tasks will be left undone. With the comprehensive approach to financial planning at PFS360, we act as “Your Personal CFO”. We take a big picture approach to managing and coordinating all facets of your financial picture. This allows us to streamline the intricacies of your financial life and develop strategies tailored to your unique needs.
PFS360 is a fee-only financial planning and wealth management firm specializing in helping individuals, families, and small business owners accumulate and preserve their wealth. We look at our client’s current financial situation from a 360º viewpoint and develop a comprehensive plan that defines future opportunities, risks, and methods to achieve goals.
We offer an extensive menu of services that are geared towards your specific needs, encompassing various aspects of personal financial planning, small business tax services, and investment management. This enables us to be proactive in creating a total wealth management road-map that will help you in your wealth accumulation phase and retirement years.
Our team is comprised of members who have the experience and credentials that foster an ability to guide our clients along their financial journey. We strive to continuously expand upon our knowledge and resources to ensure that we are prepared to service you no matter how much the world changes and as your personal goals evolve.
It is never too early to get started on your financial and investment planning. Tell us more about your goals, and we will get you started on a plan to achieve them. We have offices in Portsmouth & Rumford, RI & are available to meet at other convenient locations. Also, our technology allows us to serve you remotely, no matter where you are.
9:30 am – 4:00 pm
Monday through Friday 9:30am - 4pm in Portsmouth & by appointment.