personalfinancialstrategies.net We Care More | Personal Financial Strategies, Inc.

personalfinancialstrategies.net
Title: We Care More | Personal Financial Strategies, Inc.
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Description: Personal Financial Strategies, Inc. is a financial planning firm dedicated to serving the needs of people who are nearing retirement or already retired. We...
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Alexa Rank: 27477612
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personalfinancialstrategies.net Traffic & Earnings

Purchase/Sale Value: $1,392
Daily Revenue: $3
Monthly Revenue $114
Yearly Revenue: $1,392
Daily Unique Visitors 351
Monthly Unique Visitors: 10,530
Yearly Unique Visitors: 128,115

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We Care More | Personal Financial Strategies, Inc. 847-268-3670 Home About Us Our Company Our Team Our Services Estate Planning Client Center Account Access Privacy Policy Strategy Session Weekly Update Monthly Video NextPhase? Resources Market Watch Special Topics Alternative Investments Savvy Social Security Presentation Estimate Your Social Security Benefits 2015 Tax Planning Covered Call Resources Calculators Links Library Our Events Event Registration Contact Us PFS, Inc. Workshops Sign up for one of our retirement planning classes and learn what steps you can take to grow and preserve your wealth. Our Office Stop by our office in beautiful Park Ridge Illinois for a no-cost, no-obligation consultation. Our Team The PFS, Inc. team brings diverse experience and skills together under one roof. Our Approach Competent, qualified professionals with decades of experience put their heads together for an individualized and innovative approach to retirement planning and beyond. ?? Welcome To Our Website. Personal Financial Strategies, Inc. is a financial planning firm dedicated to serving the needs of people who are nearing retirement or already retired. We provide flat-fee financial planning, as well as a complete menu of investment and insurance products to our clients, delivered in a caring, friendly and comfortable environment. What we offer is experience plus concern and compassion, delivered to each and every client on an individual basis to help you achieve a healthy financial future. Our typical client is 55 to 65 years old, and has a financial net worth of $500,000 to $3,000,000. Our clients tend to have the following concerns and issues: - Is our current investment portfolio suitable as we transition into retirement? - Can we potentially lower the risk of our investment portfolio? - Do investments other than the stock market make sense for us? - Are annuities a good investment for income-oriented clients? What are the differences between fixed annuities, index annuities and variable annuities? - Is long-term care insurance a good investment, and do we really need it? How much does it cost? - Is a Roth IRA Conversion a good idea for us? What are the potential income tax costs if we do a Roth Conversion? Are there intelligent investment strategies to pay the conversion tax? - The great majority of our financial net worth is in retirement accounts. How can we take money out of these accounts in the most tax-efficient manner? - We are very concerned about rising income taxes. How can we potentially lower our income taxes? - We have heard that leaving retirement accounts to children and grandchildren as a legacy asset may be a bad idea. What should we do instead of leaving IRA’s and 401(k)’s to our beneficiaries? Our Company Read More Our Services Read More NextPhase? Income Planning Get Started Contact Us 626 Busse Highway , Park Ridge, IL 60068 toll-free: phone: 847-268-3670 fax: email: lgoldstein@securitiesamerica.com Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor firm. Personal Financial Strategies, Inc. and Securities America, Inc. are separate entities. Securities America and Personal Financial Strategies do not provide tax or legal advise. We are licensed to sell securities in the following states: AZ, CA, FL, IL, IN, MI, MO, NM, VA and WI We are registered to sell Securities in the following states: Arizona, Florida, Illinois, Indiana, Michigan, Missouri, Virginia, Wisconsin, New Mexico We are licensed for investment advisory services in the following states: Illinois We are licensed to sell insurance products in the following states: Michigan, Illinois ? Copyright 2016. Personal Financial Strategies, Inc

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Domain Name: PERSONALFINANCIALSTRATEGIES.NET
Registry Domain ID: 110676376_DOMAIN_NET-VRSN
Registrar WHOIS Server: whois.aitdomains.com
Registrar URL: http://ait.com
Updated Date: 2016-01-12T18:32:35Z
Creation Date: 2004-01-27T14:15:42Z
Registrar Registration Expiration Date: 2020-01-27T14:15:42Z
Registrar: THE NAME IT CORPORATION DBA NAMESERVICES.NET
Registrar IANA ID: 57
Registrar Abuse Contact Email: abuse@ait.com
Registrar Abuse Contact Phone: +1.9103211200
Reseller:
Domain Status: ok
Registry Registrant ID:
Registrant Name: Les Goldstein
Registrant Organization: Personal Financial Strategies, Inc.
Registrant Street: 350 S. Northwest Highway
Registrant City: Park Ridge
Registrant State/Province: IL
Registrant Postal Code: 60068
Registrant Country: US
Registrant Phone: +1.8472683670
Registrant Phone Ext:
Registrant Fax: +1.8472920826
Registrant Fax Ext:
Registrant Email: lgoldstein@securitiesamerica.com
Registry Admin ID:
Admin Name: Les Goldstein
Admin Organization: Personal Financial Strategies, Inc.
Admin Street: 350 S. Northwest Highway
Admin City: Park Ridge
Admin State/Province: IL
Admin Postal Code: 60068
Admin Country: US
Admin Phone: +1.8472683670
Admin Phone Ext:
Admin Fax: +1.8472920826
Admin Fax Ext:
Admin Email: lgoldstein@securitiesamerica.com
Registry Tech ID:
Tech Name: Les Goldstein
Tech Organization: Personal Financial Strategies, Inc.
Tech Street: 350 S. Northwest Highway
Tech City: Park Ridge
Tech State/Province: IL
Tech Postal Code: 60068
Tech Country: US
Tech Phone: +1.8472683670
Tech Phone Ext:
Tech Fax: +1.8472920826
Tech Fax Ext:
Tech Email: lgoldstein@securitiesamerica.com
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