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Home > 2026 > May

Monthly Archives: May 2026

Taxing Planning Tradeoffs

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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.

Important Disclosure Information
Please review important information set forth on the Disclosure page of this website.
Please note:
The scope and extent of personal financial planning and investment management services is individualized for each client and detailed under the terms of a written agreement.
Privacy Statement
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.

Professional Financial Strategies, Inc. - Clarity. Conviction. Confidence.

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