Our website has been designed to explain who we are, what we do and to provide timely, useful, user-friendly information. We encourage you to take advantage of this information to learn about PFS, Inc. and the services we provide. We strive to do business in a manner that results in your friends thanking you for having referred them to us.
Services
Robert E. Tucker began his career in financial services in 1972 and incorporated his practice in 1983 at which time he registered its name, Professional Financial Services, Inc. (PFS, Inc.),w ith the states of Virginia, Maryland and the District of Columbia.
PFS, Inc. filed to be a Registered Investment Advisor in 1987 in all three jurisdictions and it offers a full complement of financial, estate and business planning services including Investment Portfolios through professional 3rd Party Money Managers.PFS, Inc. is also licensed to sell insurance products in the District of Columbia, Georgia, Maryland and Virginia.
PFS, Inc. filed to be a Registered Investment Advisor in 1987 in all three jurisdictions and it offers a full complement of financial, estate and business planning services including Investment Portfolios through professional 3rd Party Money Managers.PFS, Inc. is also licensed to sell insurance products in the District of Columbia, Georgia, Maryland and Virginia.
The biggest obstacle to building a solid financial, estate and/or business plan is not knowing who to ask for assistance and, even more importantly, who to trust. PFS, Inc. delivers an organized, well-honed, personalized plan that manages the crucial financial and legal issues affecting your family and/or business.
We get to know and thoroughly understand our clients attitudes, objectives, and biases if any. We pride ourselves on listening and exploring. We collect all pertinent data including but not necessarily limited to, assets and liabilities of all types, income statements, employee benefit data, existing personal and business insurance plans, legal documents, any legal agreements, and tax returns.
1. Do I have to have a minimum amount of income and/or assets to be a client of Professional Financial Services, Inc.? Mr. Tucker sees a limited number of new clients each year, and his typical client has a household income of at least $100,000/year or more and/or a minimum of $500,000 of investable assets.
The first link is Introducing A Special Tool.pdf, which explains the benefits of using the Family Cash Flow Record. This will open the file. You can then save the file to your computer. You will need the Adobe Acrobat Reader program on your computer to open this file. If you do not already have it on your computer, Adobe Acrobat Reader can be downloaded for free from www.adobe.com.
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