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Financial Planning

Financial planning helps manage one’s assets in the present and the future.  Although it is important to solidify future financial goals, it is even more important to invest in them.  Financial planning helps to identify and achieve ways to better manage your money.  PBS views financial planning as painting a picture with broad strokes – planning financial security by looking at the big picture, while still paying close attention to details.  We plan to grow together with our customers throughout the financial planning process.

PBS Financial Planning Includes:
  • Personal and/or Professional Planning
  • Investment Strategies
  • Saving for Retirement
  • Determining Proper Insurance Coverage including life, long-term care or a hybrid of thereof