Since 1985 we’ve had one goal—to eliminate the stress often associated with planning your financial future. That means we provide analysis in a language you understand, clear recommendations on what you should do, and straightforward answers to your questions.
We know our work is more than business—it’s personal. So we don’t create fancy presentations or talk down to you. We treat you like a friend and approach your financial decisions the same way we approach investing our own money. It’s a relationship that extends beyond meetings to events like educational workshops, networking, appreciation, and giving back to our community.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PDS is engaged, or continues to be engaged, to provide investment advisory services.
