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Home > 2019 > November

Monthly Archives: November 2019

7 Smart Planning Ideas for Year-End

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Client Relationship Summary
Understand how working with an investment advisor is substantially different from a broker-dealer representative, and identifies key ways we may differ from other investment advisory firms that you may consider. Form CRS
Current Disclosure Brochure
Professional Financial Strategies, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. We are fiduciaries with a duty of loyalty and care to act in your best interest. This document expands upon Form CRS and describes our services and fees in greater detail, and discloses about how our interests may conflict with yours, since this can affect the investment advice that we provide you. You may download a copy here.

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Please note:
The scope of financial planning or investment management services for wealth management is individually personalized for maximizing life goals of the client, and the terms of services to be provided are set forth under a written agreement.
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A copy of our Annual Privacy Disclosure may be downloaded here.

CFP^®Code of Ethics

Professional Financial engages Certified Financial Planner^®professionals to provide competent personal advisory services in compliance with CFP^®stringent practice standards and fiduciary code of conduct.
A copy of the CFP^®Code of Ethics and Standards of Practice may be downloaded here.

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