Profitable Financial Strategies (PFS) offers financial planning, investment advice, and consulting services to individuals, businesses, pension plans, trusts, and charitable organizations. PFS works with clients to determine their goals and objectives, reviewing their income, assets, and other financial aspects. PFS provides advice on various investments, but clients are not obligated to implement their plans through PFS.
Fee Structure
Profitable Financial Strategies charges a fixed fee from $0 to $10,000 per plan or review, or an hourly rate up to $150 per hour, depending on the client's needs and the complexity of their situation. Fees are negotiable, and a 50% deposit is due upon signing a contract. For hourly fees, a retainer may be charged. The balance is due upon completion of the plan or review.