www.pfscapitalmanagement.com
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Submitted URL: http://pfscapitalmanagement.com/
Effective URL: https://www.pfscapitalmanagement.com/
Submission: On August 16 via api from US — Scanned from GB
Effective URL: https://www.pfscapitalmanagement.com/
Submission: On August 16 via api from US — Scanned from GB
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Skip to main content menu * Home * About * Our Mission Statement * About Triad Avisors, LLC * Our Team * Our Services * Client / Community Events * Tell a Friend * Resources * Blog * Shredding Event * Financial Calculators * Useful Links * Request a Quote * Annuity * Long-Term Care Insurance * Life Insurance * Media * Contact PERSONALIZED CLIENT EXPERIENCE TAKING CARE OF WHAT'S IMPORTANT SO YOU CAN FOCUS ON WHAT MATTERS MOST TO YOU. LEARN MORE 01. ABOUT US We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. OUR PHILOSOPHY As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. OUR PROCESS A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. OUR TEAM TIMOTHY PASHLEY CFA Investment Advisor THOMAS FITZPATRICK CPA, CFP®, PFS, CVA Investment Advisor CONSTANCE ZORN Executive Assistant DIANE BEAMER Assistant WE MANAGE ASSETS FOR INDIVIDUALS AND FAMILIES, PROVIDING INVESTMENT MANAGEMENT, AND FINANCIAL PLANNING SERVICES. Contact Us BLOGS 4 FINANCIAL MISTAKES TO AVOID THIS SPRING Timothy Pashley | Apr 12, 2024 Categories Savings Retirement Tax Planning Insurance Credit Lifestyle Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year. RETIREMENT NEARING? DO THESE 5 THINGS FIRST. Timothy Pashley | Apr 12, 2024 Categories Retirement Family Savings Lifestyle Tax Planning What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process. HOW TO OVERCOME 3 UNCONSCIOUS BIASES THAT CAN KEEP YOUR FINANCIAL GOALS OUT OF REACH Timothy Pashley | Apr 12, 2024 Categories Investments Finance Lifestyle In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2... OFFICE MAILING ADDRESS 1314 Route 9 P.O. Box 170 Ocean View, NJ 08230 NEW JERSEY OFFICE 1314 Route 9 Ocean View, NJ 08230 FLORIDA OFFICE 1405 Baytowne Avenue E Miramar Beach, FL 32550 CONTACT INFO GENERAL P: 317-535-6650 E: tpashley@pfscapitalmanagement.com NEW JERSEY OFFICE P: 609-390-9050 FLORIDA OFFICE P: 317-535-6650 GET IN TOUCH You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. Leave this field blank Triad Form CRS Osaic Advisory Form CRS Securities offered through Triad Advisors, LLC (Triad) Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. © 2024 PFS Capital Management, LLC. All rights reserved.