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Our Services

At Personal Financial Strategies, Inc., we provide assistance in the following areas:

Retirement Income Planning

  • Nextphasetm Retirement Income Solution (click here)
  • Measuring the probability of your retirement success
  • Creating your Retirement Income Plan
  • Quantifying your Retirement Income Gap 
  • Closing your Retirement Income Gap
  • Investments to potentially generate retirement income
  • Tax-free IRA distributions

Financial Planning

  • Flat-fee financial planning
  • Identifying "What's missing from your current financial plan"?
  • Leaving a legacy for your loved ones
  • Reducing future estate taxes
  • Wills vs. Trusts
  • Social Security Claiming Strategies
  • Charitable Gifting strategies


  • Protecting your assets in the event of long-term illness or disability
  • Providing for your spouse
  • Leaving a legacy to your children and grandchildren

Tax Planning

  • Potentially reducing or eliminating federal income taxes through investment planning
  • In-house CPA for your tax return preparation

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Estate Planning