At PDS Planning, we are thoroughly familiar with both the financial and the emotional issues of managing money, with all of the nuances and complexities.

We take a team approach, so our clients benefit from the ongoing support of an experienced staff, and the expertise of each of our CERTIFIED FINANCIAL PLANNER™ professionals relevant areas that may include investing, counseling, taxes, estate planning, retirement, insurance, account service and trading.

We are dedicated to providing you with the personal attention you need to feel good about your financial decisions and help build value in your life.