PFS Signature Wealth

We would love to introduce you to our partners! Meet J.D. and William, our two partners.

You can learn more about our two partners by heading to our website: https://pfsfinancialfirm.com/our-firm

Fun Fact: Collectively, across our entire team, we have more than 85 years of experience!

We exist to answer the questions that surround three all-encompassing aspects of your financial life. We do this by providing comprehensive wealth management and tailored investment advice via coordinated, vertically integrated financial plans.

The result? Our clients discover PURPOSE, obtain FREEDOM, and enjoy STEWARDSHIP.

An introduction to Delaware Statutory Trusts (DSTs) for Real Estate Investors.

Introducing Delaware Statutory Trusts (DSTs): Exploring a Potentially Beneficial Approach to Real Estate Investment — PFS Signature Wealth Tax benefits via 1031 exchange, passive income, diversification — these are just some of the potential benefits of Delaware Statutory Trusts (DSTs). In our whitepaper, explore the concept of Delaware Statutory Trusts (DSTs) and their significance in the realm of real estate investment. By examinin...

Our latest at PFS: “The Most Significant Financial Agreement You’ve Never Heard About (and why you — as an American investor — are so lucky it happened).”

The Most Significant Financial Agreement You’ve Never Heard About — PFS Financial Firm The Bretton Woods Agreement: America's Golden Ticket to Global Economic Power. Despite its flaws, this landmark agreement cemented the US dollar's position as the world's dominant reserve currency, giving America tremendous influence over global economic and financial policy. Don't fall for fear-mon

"Inflation is as violent as a mugger, as frightening as an armed robber, and as deadly as a hit man." Our latest on a simple way to fight the "cleaver" of inflation.

A SIMPLE WAY TO FIGHT THE “CLEAVER” OF INFLATION — PFS Financial Firm If inflation is 8%+, this means that you need your income to grow at more than that number to maintain the same spending power. Income growth can become the significant factor in fighting inflation. A high yielding investment will become less and less valuable without income growth. Where can you fi

Our Latest: Do Experts Deserve to be Punished?
“An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.”

Do "Experts" Deserve to be Punished — PFS Financial Firm Experts are constantly failing to predict the future. Often, they are wrong. When it comes to your portfolio, how should you listen to the experts? And what are the problems with modern portfolio theory and systematic withdrawal plans that could be detrimental to your retirement?

https://pfsfinancialfirm.com/insights/inflation-absence-of-evidence-is-not-evidence-of-absence
Our article on inflation and your financial plan. How the absence of evidence was not evidence of absence.

Inflation -- How Absence of Evidence was not Evidence of Absence — PFS Financial Firm When developing a financial plan, it is important to consider the impact of black swan events. Most recently, inflation was a black swan - for years there was no evidence there would be inflation. Today, we know that the absence of evidence was not evidence of absence. It is important to tailor y

There are many distressing news stories so on Fridays we like to highlight local helpers. We're encouraged this week by the Hillsborough Sheriff’s Office and Steppe’s Towing. They worked together to gift a local woman with transportation.



https://www.wfla.com/news/hillsborough-county/worker-who-walked-home-from-restaurant-every-day-gets-car-from-hillsborough-deputies/

Worker who walked home from restaurant every day gets car from Hillsborough deputies TAMPA, Fla. (WFLA) — A restaurant worker got some much-needed help after getting a new car from the Hillsborough Sheriff’s Office and Steppe’s Towing. The Hillsborough County Sher…

As your parents are aging and you begin considering your own mortality, there are financial decisions to be made in relation to your legacy. We are here as your guide through those challenging transitions and emotional decisions. Having a guide who is familiar with that road is critical to help you navigate it well. Connect with us today!

PFS Financial Wealth. Significance. Legacy.

At PFS, we define financial independence as freedom: the liberty to do, be, give, and have all that you dream of for your family. This creates a lasting legacy for the generations that follow.

We assist our clients in their process of clarifying priorities and discerning current actions that will ensure they are on the path leading to their personal view of financial freedom. Through every stage of life, we are there to help them make the financial plans that will impact building wealth and will allow them to approach retirement as a pursuit of purpose and significance.

What would financial independence look like in your life? Let's talk!

PFS Financial Wealth. Significance. Legacy.

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.

"This past year during the pandemic, it’s been especially difficult for military families as they relocate from duty station to duty station.

Operation Homefront’s Back-to-School Brigade offers a way to say thank you and take some stress off families before classes start up again."

Operation Homefront's Back-to-School Brigade helps military families Moving from base to base has been difficult.

The choices you make through budgeting, investing, and saving will impact your financial wellness over time. Just as physical or mental wellness improves with coaching, a knowledgeable guide is beneficial to financial wellness. We have the experience and the technology to help you visualize the cause and effect of your financial decisions. Let's talk today!

813-642-6111
https://pfsfinancialfirm.com/
[email protected]

PFS Financial Wealth. Significance. Legacy.

Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings.

PFS Financial Wealth. Significance. Legacy.

Markets were interesting in Q2 We broke down markets into a 5-minute read

Knowledge is power! It is important to educate yourself so you're better equipped to make smart financial decisions and avoid major financial pitfalls. Learning the fundamentals of , can catapult you into stage two. Check out our the Financial Glossary on our website to boost your literacy!

https://pfsfinancialfirm.com/?page=glossary⁣

Glossary Wealth. Significance. Legacy.

The stock market posted small losses last week despite a very strong showing by corporate America.

It’s that time again!

For more detailed info: https://floridarevenue.com/backtoschool/Pages/default.aspx

Despite a bumpy second quarter of 2021, Q2 markets delivered a solid performance. Read all about it in just 5 minutes.

We Broke Down Markets Into a 5-minute Read Here's what savvy investors should know

Financial literacy lays the foundation of your relationship with money and fuels your decision-making.

Think of us as a financial literacy coach! Our goal is to understand your vision and then direct your finances in a manner that will best support that vision. We will present to you information needed to make shifts in financial areas that will affect whether you are building wealth in the long term.

Reach out and connect with us today!

PFS Financial Wealth. Significance. Legacy.

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.

Local teen, Jackson Davis is leaving a legacy! In his quest to serve others & become an Eagle Scout, Jackson just purchased a school bus that he plans to turn into a mobile food pantry for Messengers Of Hope Mission. Go, Jackson! We believe in you!



https://www.baynews9.com/fl/tampa/news/2021/07/22/pasco-teen-buys-bus

Scout's honor: Pasco teen buys bus to give food pantry extra mileage Bus to become mobile food pantry.

You could invest in equities, bonds, commodities,precious metals, real estate, cryptocurrency, etc. Your investment strategy will depend on your age, The amount of risk you’re willing to take and your goals.

We are prepared to support your unique, individual goals using specialized tools and skills to provide coordinated strategies for estate, tax, retirement planning, and investment planning objectives. Let’s chat!

813-642-6111
https://pfsfinancialfirm.com/
[email protected]

Q2 markets? Volatile. Here's what you need to know

“When you start a job there’s a ton of paperwork to fill out, but don’t let that keep you from carefully considering what to do about signing up for your 401(k). Here are some basics to know to make the right moves.”



https://www.kiplinger.com/retirement/retirement-plans/401ks/602957/401k-basics-7-things-you-should-know-when-you-enroll

401(k) Basics: 7 Things You Should Know When You Enroll | Kiplinger When you start a job there’s a ton of paperwork to fill out, but don’t let that keep you from carefully considering what to do about signing up for your 401(k). Here are some basics to know to make the right moves.

Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.

Last month, 21-year-old Johnny Wokurka ranked eighth in the world for the Crossfit Games in the neuromuscular division qualifying rounds. Click here to read more about his path to this incredible accomplishment:

https://www.baynews9.com/fl/tampa/news/2021/07/15/crossfit-athlete-with-cerebral-palsy-defies-the-odds

Crossfit athlete with Cerebral palsy defies the odds Johnny Wokurka is competing in the worldwide Crossfit Games.

Have you scheduled your mid-year financial checkup? We have the knowledge, tools, & experience to guide you toward financial freedom. Click to learn more and schedule a chat with us today!

https://pfsfinancialfirm.com/?page=blog_Midyear_Checkup

Conducting Your Mid-Year Financial Checkup Wealth. Significance. Legacy.