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