Personal Financial Solutions, Inc. is a comprehensive financial planning and Registered Investment Advisory firm. We offer personal financial planning and investment advice through a range of options from one-time only - to periodic, as-needed - to continual, on-going advice. This gives our clients a great deal of flexibility in determining the level of financial planning and/or management they want to work on at a particular time.  We also offer a number of financial education programs for employers, groups, and organizations. 

We strive to help clients focus on their values and what is important to have in their lives.  Based on what their needs and desires are, we help them to determine and/or refine their financial objectives, to develop a plan of action to achieve those objectives, and then to assist them in monitoring their progress toward reaching their goals. We help clients build their house of financial security by guiding them in laying a sound foundation with basic financial planning and then building upon that through planning and managing investments, taxes, insurance, retirement income, and estate planning. Our clients are involved throughout the process - whether they seek our services for a specific need or for a more comprehensive need.

Making informed financial decisions can be enhanced through education, and financial education is an important part of our mission.  We provide financial education seminars and/or workshops for employers (employee education), community organizations, nonprofit organizations, and groups of individuals. The sole purpose of these programs is providing information to the attendees.