Our Value Proposition To You

Deep investment expertise - With over 25 years experience managing investment portfolios, Paul has successfully navigated many market cycles. PFC performs thorough research to assess investment opportunities. PFC custom builds each portfolio based on each client's goals, risk tolerance, time horizon and preferences.
Unbiased, cost effective advice - PFC puts the client’s interests first and does not derive any compensation from commissions or sales of investment products. PFC exclusively focuses on our client’s goals and seeks to keep investment costs low.
Commitment to comprehensive personalized service - PFC works with you to prepare a custom financial plan and remains in regular communication to keep the plan updated. This plan is the foundation from which you can clearly assess where you stand in relation to achieving your goals. The comprehensive plan includes forecasts of your cash flow, your investment plan, retirement feasibility analysis, tax planning recommendations and more.
Financial education for you and/or your family members - PFC seeks to simplify the complex world of financial services so that you understand exactly how your money is managed to achieve your goals. For a modest additional fee, PFC provides financial guidance and education to your adult children.

One of our primary goals is to develop a long-term, trusting relationship with you.

We create strategies that are tailored to your needs and goals.

Years of experience have prepared us to guide you through your life transitions.

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