Financial Planning
We understand your unique financial circumstances.
The cornerstone of high-net-worth financial planning is the fiduciary standard. This requires transparent advice, objective recommendations, and strategies personal to your financial plan.
Financial Planning at PDS
- We develop straightforward financial solutions, while eliminating confusing jargon meant to justify high fees.
- We have a knowledgeable team with the appropriate credentials.
- We consider tax consequences when delivering financial advice.
- We deliver your personalized plan for a flat fee stated in dollars, not percentages.
Comprehensive Financial Planning Services
- Cash flow modeling
- Tax planning/strategy
- Retirement planning
- Investment management
- Estate planning
- Insurance guidance
- Education funding