Flat Fee
We provide straightforward financial planning to help you enhance your wealth. Our flat-dollar fee-only model means we speak in dollars, not percentages.
We’re changing the way clients should think about their advisor’s fees.
Are you tired of overpaying for advice and left wanting more? If this is you…
Don’t want to go it alone
Investment portfolio of $2 million or more
Within 15 years of retirement
…we can help.
Awarded April 2024 for period ending 2/24/2024
Awarded July 2024 for the 2023 – 2024 time period
See How We Are Different
We are a fiduciary, unlike most other advisors.
We want you to sleep well at night, confident in your financial security. That’s why we provide tailored solutions just for you.
Are you…
Tired of making your financial advisor wealthy?
Lacking proactive communication from past advisors?
Ready for investment management tailored to your unique needs?
You Want a Comfortable Retirement
Our approach can help you achieve this. We offer a comprehensive plan combined with strategic tax planning delivered with potentially lower advisor and product costs.
Control Your Financial Security
You are successful and want to preserve and grow what you have built. Work with an advisor who will help guide you to successfully meet your goals. Stop overpaying your advisor, spending money on products you don’t need, and giving more than your fair share to Uncle Sam.
You are looking for something different. Welcome to PDS Planning.
