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Professional Financial Advisors, Inc. A Company Dedicated to the Solution of Financial Concerns |
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Professional Financial Advisors, Inc. |
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Financial Planning | Wealth Management | Retirement Plans | Health. Life, and Estate Planning | Business Planning |
| Personal | Financial Goals and Objectivesl | IRA's, Roth IRA's and SEP-IRA's | Wills, and Durable Powers of Attorney | Business Formation (LLC, S-Corp, C-Corp) |
| Retirement | Financial and Tax Situation | Pension Plans | Trusts | Capital Structure(Debt/Equity) |
| Investment | Risk and Return Profile | 401(k), 403(b) and 457 | Charitable Planning | Executive Compensation |
| Tax | Arttitudinal and Behavioral Analysis | Profit-Sharing Plans | Charitable Trusts | Stock Options, ESOP, and Bonus Plans |
| Estate | Asset Management Plan | Defined Contribution | Long Term Care | Deferred Compensation |
| Investment Strategy | IRA Rollovers | Health Spending Accounts | Pension Planning | |
| Investment Vehicles | Fixed Annuities | Life Insurance | Cash Flow and Tax Managemnt | |
| Implementation | Variable annuities | Disability Insurance | Sale of Business and Deal Structure | |
| Monitor and Review | Lifetime Income Plans |
"We take the fear out of making complex financial decisions"
Copyright . Professional Financial Advisors, Inc.. All rights reserved.
Securities Offered by Pacific Financial Associates, Inc. A Registered Broker-Dealer, Member NASD and SIPC
Securities Offered by Pacific Financial Associates, Inc. A Registered Broker-Dealer, Member NASD and SIPC