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New Book Announced!
Paul Byron Hill Co-Authors
Professionals, executives, and business owners will gain insight, principles and practical advice on how to enjoy a great retirement and leave a lasting legacy in Retire Abundantly, a new book co-authored by Paul Byron Hill.
Firm Disclosure Brochure
Professional Financial Strategies, Inc. is an investment adviser registered with the Securities and Exchange Commission, and independently associated with Charles Schwab & Co., TIAA-CREF and Dimensional Fund Advisors, LLC. You can download a copy of our current Firm Disclosure Brochure here.
The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.
CFP Code of Ethics
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a certification and standards setting organization founded in 1985 that benefits the public by establishing and enforcing education, examination, experience and ethics requirements for CFP® certificants. You can download a copy of the CFP® Code of Ethics here.
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