How To Work With A Fiduciary At PFS To Structure Your Assets

When it comes to managing your financial future, working with a fiduciary at PFS Signature Wealth can provide you with the peace of mind that your assets are being handled with the utmost care and integrity. Here’s a step-by-step guide on how to effectively collaborate with a fiduciary at PFS to structure your assets.

  1. Determine “Are we a mutual fit?”

Financial planning and wealth management require a deeply personal and highly professional relationship built on communication and trust.  At PFS Signature Wealth, we serve a select group of clients with whom we share the values of honesty, integrity and trust. Our first meeting is to establish if we’re the right fit for you, and you’re the right fit for us, ensuring optimal productivity and results. 

  1. Understand the Fiduciary Role

The wealth managers at PFS Signature Wealth are not just financial advisors, we are fiduciary financial advisors. A fiduciary is legally and ethically obligated to act in your best interest. We adhere to the highest ethical standards of care and transparency. We will help you answer questions surrounding the three all-encompassing aspects of your financial life: Purpose, freedom, and stewardship.

  1. Establish Clear Objectives and Goals

PFS Signature Wealth will work with you to understand your purpose and your goals.  You can help by defining your financial goals ahead of time and communicating them clearly to your fiduciary wealth manager. Having clear objectives will help your wealth manager in structuring your assets to meet them.

  1. Create a Comprehensive Plan

Once we have a clear understanding of your purpose and objectives, PFS Signature Wealth will create specific, measurable, and achievable goals that take into consideration key factors such as when you want to retire, how much you plan on spending in retirement, and what legacy you want to leave behind, and use this information to create a comprehensive financial plan that aligns with your long-term goals.

  1. Refine & Test

Utilizing human insight and experience coupled with advanced software programs, we’ll test your plan by running it through scenarios such as market swings and life events.  From here we’ll use the results of the test to further refine your plan so it can be put into place with confidence.

  1. Regular Monitoring and Adjusting

Using what we learned from the tests on your plan, PFS will carefully create your investment strategy to best achieve your goals, and then with your permission will initiate the process of funding your accounts.  That isn’t the end though, it’s just the beginning. Financial planning is not a one-time event but an ongoing process.  Your fiduciary at PFS Signature Wealth will closely monitor the progress of your accounts, manage your exposure to risk, and adapt your plan as changes arise.

Working with a fiduciary at PFS Signature Wealth to structure your assets provides numerous benefits, including expert advice, comprehensive financial planning, and the assurance that your best interests are always our top priority. By following these steps, you can effectively collaborate with your fiduciary wealth manager to achieve your financial goals and secure your financial legacy.

Looking for a fiduciary to structure your assets and wondering if we’re a mutual fit? You can contact us today to schedule a conversation with our team.