We were founded on the belief that planning for your financial future should be offered as a service, not a product. And that service should focus on personal goals that are important to our clients, not us. Our clients come first.
First and foremost, you are treated like a friend, not an account number. We know it's not easy to talk about saving, budgeting, paying off debt and planning for retirement. We learn how and why you and your family's feelings and goals for your money drive your short- and long-term decisions.
How? We take an approach that focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.”
Why Choose a Financial Life Planning Advisor?
Because of the unpredictability of life and the complexity of financial markets, it is important to work with a financial advisor who will help you pursue your financial and life goals. And, it is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams.
Therefore, in addition to traditional discussions of assets and net worth, we try to ask the unconventional questions like, “What will bring meaning and purpose to your financial life?” If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling.
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services through Personal Benefit Services Wealth Management, a registered investment advisor not affiliated with Osaic Wealth, Inc.
Links to FINRA and SIPC:
http://www.finra.org/
https://www.sipc.org/
Company Details
- Employees
- 5
- Founded
- -
- Address
- Suite 200, Arvada,colorado 80002,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.pbswm.com
- Keywords
- Life Planning, Wealth Management, Investment Management, Estate Planning, Investment Strategies, Investments, Risk Management and Insurance.
- HQ
- Arvada, Colorado
- Competitors
- PBS Capital, CoCard PBS.
Pbs Wealth Management Consultants Questions
Pbs Wealth Management Consultants's website is http://www.pbswm.com
Pbs Wealth Management Consultants's LinkedIn profile is https://www.linkedin.com/company/pbswealthmanagementconsultants
Pbs Wealth Management Consultants has
5 employees.
View email and phone details for 5
employees at Pbs Wealth Management Consultants.
Pbs Wealth Management Consultants's industry is
Financial Services
Pbs Wealth Management Consultants's top competitors are
Pbs Capital,
Cocard Pbs.
Pbs Wealth Management Consultants's categories are Financial Services
Pbs Wealth Management Consultants's founding year is 1977
