Individuals & Families
PRS helps you live the retirement you want. As someone who has achieved a certain level of financial success, you expect unbiased financial guidance from an advisor that always acts in your best interest and puts foremost the pursuit of your financial goals.
We are personally invested in helping you build your ideal future. Our team approach means that you not only benefit from the wisdom and experience of your personal financial advisor, but also a focused staff of financial planners, investment analysts, traders, and estate planners.
We believe that although investment returns are important, true integrated wealth management involves much more. Along with realizing investment returns commensurate with the risk you are taking, you want:
- Low investment expenses
- A long-term focus on achieving your goals
- And, a firm that adheres to global fiduciary best practices.
The Six Steps of the Financial Planning Process
- Establishing and defining the client-planner relationship
- Gathering client data, including goals
- Analyzing and evaluating the client's Financial status
- Developing and presenting Financial planning recommendations and/or alternatives
- Implementing the Financial planning recommendations
- Monitoring the Financial planning recommendations
As all of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, our comprehensive financial plan takes this all-inclusive approach, where we look at an individual’s entire life situation.