Financial Services - , ,
PFM advisors will have the knowledge and skill to offer advice in a variety of areas including tax accounting, financial planning, investments, and family insurance. By taking over these functions, the advisor is able to make sure that all components of the consumer's financial needs are coordinated to achieve the optimum results. The PFM advisors are compensated only for services performed and not by commissions for any products sold and fees are not based on the amount of money that the consumer has available for a particular service. By receiving all of the services from a single advisor who will search for the best and most cost effective options for each need of the client, the client should be able to save hundreds and in many cases thousands of dollars that would have been spent to achieve similar or in some cases inferior results. PFM and its advisors are strictly fee based and do not receive commissions on any recommended products or services. There is also no fee based directly on the amount of assets of the client.
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