|What is a PFS?
that all financial planners are NOT created equal and the differences DO matter.
- A PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and
comprehensive knowledge of financial planning.
- This knowledge
is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics,
and expertise to get the job done right.