Services

How We Work

We're more than financial planners - we're legacy builders with a passion for helping others achieve their financial aspirations

Professional Financial Planning

We're legacy builders, which means we're planning for you and your posterity. our approach is conservative with a focus on capital preservation and income.

Investment Management

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Tax Strategy

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Retirement Planning

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401k & IRA Services

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Accredited Investor Solutions

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Estate Planning

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Charitable Giving

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Foundations & Endowments

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Social Security Optimization

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Banking & Credit

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Asset Protection

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Risk Management & Insurance

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Education Savings

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Cash Flow Management

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Professional Financial Planning for Businesses

We're experts at saving save you the time and resources you need to in order to keep your business running smoothly.

Investment Management

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Retirement Plans

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Executive Benefits

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Tax Reduction

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Business Organization

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Succession Planning

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Business Transitions

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

profi@thepfc.com | (801) 701-2345

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