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LATEST NEWS
 Peter
J. Simon introduces FREE estimate and FREE consultation visit! No obligation
offer gives you a chance to get a second opinion.
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PJS Financial Advisory Services, LLC and Peter J. Simon, CPA, CFP offer a credit equal to the cost of attending a college planning workshop available towards the purchase of college planning, retirement planning, investment advisory, or tax services. The credit is good for twelve months. For existing clients, the credit is only available to purchase services you have not previously purchased.
PJS Financial Advisory Services, LLC offers a FREE investment and financial planning newsletter for all clients of both PJS Financial Advisory Services, LLC and of Peter J. Simon, CPA, CFP.
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PROFESSIONAL INVESTMENT ADVISORY SERVICES
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Areas
of Specialization
Assisting clients develop an investment strategy designed
to meet their goals without taking more risk than they
should be taking or are comfortable taking
Basing investment strategies on solid academic research
Integrating tax and investment planning to achieve
optimal after tax results
Evaluating whether a family has a chance to qualify
for college financial aid and, for those who qualify,
assisting them minimize their expected family contributions
under the FAFSA and Profile formulas
Assisting individuals determine if they have sufficient
resources to retire given their desired retirement lifestyles
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The advantages to you of using PJS Financial Advisory Services, LLC investment advisory services include:
- The biggest impact we can have on your financial future is showing you how to avoid common investment errors that can cost you a fortune.
- The second biggest impact we can have on your financial future is assisting you achieve a rate of return on your investments that will allow you to achieve your long-term financial goals without causing you to worry that you are going to lose your money due to a downturn in the stock and/or bond markets.
- Our investment advice is completely objective. We have no conflicts of interest. We do not accept commissions or referral fees and we do not have markups or hidden fees of any kind. In short, you will always know exactly what you are paying us for our service and you will never have to worry that our recommendations are influenced by what goes into our pocket.
- For our investment management clients, we provide detailed quarterly reports (in addition to monthly statements) that clearly state results on a quarterly, year-to-date, and since inception basis. We communicate how our results compare to relevant market indices and how we are doing relative to your financial goals. In short, you will always know what you are paying for. From our experience, this is quite unique in our industry.
- For investment management services, we charge based on a percentage of assets under management. Our fees are very reasonable compared to our industry. In fact, the fees we charge for investment management are typically less than the fees charged by the average no load actively managed mutual fund and for larger accounts are much less.
- We have access to experts in equity and fixed income investing that supplement and compliment our in house skills and allow us to compete favorably with firms of any size in our industry.
Services are provided through PJS Financial Advisory Services,
LLC (A Registered Investment Advisory Firm)
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