Personal Financial Solutions, Inc. (PFS) is a financial planning and Registered Investment Advisor firm located in Stillwater, Oklahoma. The firm specializes in providing financial planning services and investment advice to individuals and families. Clients have the flexibility to engage us via a range of options from one-time only, to periodically, as-needed, to continual, on-going services. Clients can personalize the level of involvement they want to have in their own financial situations.  We also provide a variety of financial education programs for employers, groups, and organizations - see the Educational Programs tab.

Your financial objectives may include:

• Minimize the effects of inflation
• Create and preserve personal wealth
• Reduce the burden of taxes
• Reduce the risk of financially devastating events
• Foster peace of mind through proper planning today
• Ensure retirement income
• Establish charitable legacies
• Maximize estate transfer to heirs

To help you reach these important goals, our services include:

• Values clarification
• Personal financial planning
• Cash flow/debt management
• College funding advice
• Investment portfolio review and/or recommendations
• Ongoing investment management
• Insurance needs evaluation
• Tax planning
• Retirement planning strategies
• Retirement income management
• Long-term care planning
• Estate management and planning
• Educational financial planning presentations and seminars

OUR MISSION IS SIMPLE: To provide timely, unbiased advice to people from all walks of life. Through professional, fee-based planning, we seek to assist our clients in making informed financial decisions. Please read Seven Steps To Building A Brighter Financial Future™ and call for a no-charge get-acquainted meeting.