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5 Things To Know About Financial Adviser Fees

Authored by Jimmy Rogers, CFP® We recently read the Wall Street Journal’s article Say Goodbye to the 1% Investment-Adviser Fee? and want to share a few of our thoughts on a “new trend” highlighted. In fact, this new trend in the advisory business is one of which PDS Planning has been at the forefront, which…

Estate & Legacy, PDS News

Rita Itsell featured in the Wall Street Journal

Originally published November 25, 2015 Rita Itsell featured in the Wall Street Journal PDS feels very blessed to have opportunities to share our stories with broader audiences, in hopes that it helps them simplify a complex problem.  In this most recent opportunity, as featured in the Wall Street Journal, PDS Planning’s Managing Principal, Rita Itsell…

Don’t Pay More Simply Because You Have More Money.