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We assume that you want to maintain maxium control over your business and other assets through the estate planning process. Our clients gain control and peace of mind when they realize multi-million dollar tax savings and family wealth distributions beyond the reach of creditors, lawsuits and divorce settlements. Entrepreneurial businesses typically

Having a strong financial consultant with a deep knowledge of your business is a great advantage. At PFS we are not defined by restrictions as to what constitutes a good deal. We get to know our clients, listen, evaluate and only then recommend a financing solution that best meets a client's needs. Although creativity is at the core of our solutions