Thank you for completing the questionnaire. A team member will reach out soon to set up a review.
In the meantime, congratulations on taking the first step that most people never do!
Every successful financial future begins with a clear plan. By taking the time to complete your financial questionnaire, you've already invested in your future. The information you've shared gives us the foundation to identify opportunities, uncover potential risks, and create a strategy tailored to your goals. The statistics below highlight why thoughtful financial planning isn't just important—it's one of the most valuable investments you can make for yourself and your family.
33%
Only 33% of Americans have a written financial plan.
78%
78% of retirees wish they had started sooner.
50+%
50+% of U.S. adults do not have an estate plan.
55%
55% (more than half!) of Americans are unable to save 10% of their paycheck for retirement
Download Our Firm Agreement or Fee Menu
Please feel free to download and review our agreement. This will not need to be signed until you have decided to work with PFS. If you choose not to hire us for asset management, and wish to use any of our other services, you can view our hourly and service prices below as well.
Download and View Our Compliance Docs
We are required to make all the documents available to each new client.These documents are for your review only. No action is required.
