Have you ever felt someone just wanted your business to only spend a minimal amount of time serving you before moving onto other business? We know that feeling too. As a result, we've made it our mission to build lasting relationships with our clients by providing high touch, professional investment and insurance services that help them meet their financial goals.
So what all does this involve? It means you have a team, not just an individual, that's dedicated to serving you for the long-haul. We want to work with you as thoroughly as needed to get the job done. We don't want to quit on your financial goals until you've seen them come to fruition.
So what all does this involve? It means you have a team, not just an individual, that's dedicated to serving you for the long-haul. We want to work with you as thoroughly as needed to get the job done. We don't want to quit on your financial goals until you've seen them come to fruition.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Protective Financial Services (PFS) is committed to providing clients a high touch, high quality investment and insurance service by consistently reviewing the clients' needs and objectives and providing quality products to assist in meeting those objectives. Our purpose is to glorify God by being faithful stewards of all that is entrusted to us and to have a positive influence on all who come in contact with PFS.
At Protective Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
As an investment service Protective Financial Services offers professional financial planning and investment advice. Retirement Planning: We use Traditional IRAs, Roth IRAs, Variable Annuities, Fixed Annuities, other Tax Advantaged Investments and Mutual Funds to develop retirement plans to meet individual needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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