Providing guidance to close the gap between your dreams and reality
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 financial planning firm specializing in helping individuals and families 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.
Christopher Gauthier, founder of PFS360, holds the credentials and has the experience to provide a holistic level of service to help navigate your financial landscape.
Being both a Certified Financial Planner and Certified Public Accountant brings together an in-depth financial skillset to tackle your financial goals from all angles.
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. Our office is located in Rehoboth, MA, conveniently located near the Rhode Island border. Meeting at other convenient locations is also available. Also, our technology allows us to serve you remotely, no matter where you are.
Office hours by appointment
3 Cross Street, Rehoboth, Massachusetts 02769, United States