Preferred Financial Strategies, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

Preferred Financial Strategies has offered fee-based comprehensive financial planning services since 1979.  Our leader is an experienced CERTIFIED FINANCIAL PLANNER™ practitioner.  Licensed in many states, we enjoy generations of trust and lifetime friendships with clients nationwide.  We are committed to a solid planning process to help achieve your financial goals. Our process reviews your situation holistically to determine whether the pieces of your puzzle fit together and complement one another. We specialize in Retirement Income Planning including handling Net Unrealized Appreciation of company stock in a 401-k plan, Investment Management, Insurance, Education Funding, Cash Flow Management, Estate Planning and Tax Strategies. Because we have no proprietary affiliations, our firm provides objective counsel and partners with you for a lifetime.

Our firm brings together the talents of our team from several disciplines thus providing an all encompassing experience. We believe our clients appreciate the value added from this benefit. 

Our focus is to develop and implement long-term diversified strategies that help you succeed in building, spending and preserving your wealth. With 40 years experience we are privileged to work with individuals, multi-generations of families, professionals, retirees – people just like you. Our clients are our best advocates.

We invite you to experience "The Art and Science" of planning through our established processes and customized services.

Securities offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

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