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Personalized Financial Services

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Welcome to Private Financial Counseling

PRIVATE FINANCIAL COUNSELING (“PFC”) is a comprehensive Financial Planning Firm established in 1981. Our philosophy is to provide our clients with both personal and professional service. Our fee based services include but are not limited to Investment Planning, Estate Planning, Tax Planning, Business Management, Retirement Planning, Insurance Planning, Real Estate Investment Planning and Employee Benefit Planning.

Our mission is to create and maintain wealth for our clients through long-term effective asset management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our avid commitment to research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation and investment service.

Counseling Services

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Financial Planning

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