Creating synergies within all areas of your financial life.
About Us
At PFS 360, financial planning starts with a different question:
Where do you want to go?
Money is a tool. The real goal is having the time, freedom and financial confidence to focus on what matters most to you. That is why we begin by understanding your goals, values, relationships, responsibilities and the life you want your financial resources to support.
Then we take a true 360-degree view. Financial planning, taxes, investments, retirement, estate considerations and - for business owners - the business itself are connected. A decision in one area can affect every other area. We bring those pieces together before helping you decide what comes next.
PFS 360 serves individuals, families and small business owners with integrated financial planning, tax planning and preparation, accounting and wealth management. We also help clients navigate high-impact life transitions including retirement, divorce, inheritance, loss and major business or career changes.
Our job is not simply to produce reports or manage accounts. We help organize the financial picture, identify opportunities and risks, turn recommendations into action and provide accountability along the way.
PILLARS OF SERVICE
Our integrated service offerings create synergies within all areas of your financial life; encompassing various aspects of personal financial planning, small business accounting, tax services, and wealth management. This enables us to be proactive in creating a total wealth management road-map that will help you maximize your financial health.
We offer comprehensive tax preparation for personal, business, and fiduciary clients, ensuring accurate filings and maximizing deductions. Our tax projection services help clients anticipate liabilities and plan effectively for future tax obligations.
Our accounting services include meticulous bookkeeping and financial reporting, tailored to support personal, business, and fiduciary financial management. We provide clear, organized financial insights that aid in compliance, planning, and informed decision-making.
We provide financial planning to help clients achieve their financial goals and secure their future. Our services include guidance on savings, investments, and planning for major life events, tailored to the needs of individuals, businesses, and fiduciaries.
Each client has unique financial goals, so we focus on creating a tailored financial plan and investment strategy. Our approach emphasizes strategic asset allocation to maximize diversification and manage risk, while adapting to evolving market conditions and personal circumstances.
We provide life transition planning to help clients navigate significant changes, such as retirement, career shifts, or family events. Our approach ensures that your financial strategy aligns with your evolving needs and goals during these pivotal moments.
Our divorce financial planning services assist clients in navigating the financial complexities of divorce. We provide guidance on asset division, budgeting, and future financial stability to ensure a clear path forward during this challenging transition.