Schedule Your Financial Consultation Today
PDS is grateful to have you as a part of their family, and it is important to PDS that you are fully equipped and prepared for your future. As you know, PDS already provides tax services to their associates and owner-doctors, but they are expanding this offering to include a comprehensive financial plan.
Recently, PDS has partnered with Maia Wealth, an independent Registered Investment Advisor (RIA) and they have agreed to offer all PDS members a free comprehensive financial plan. This can include insurance, investments, estate planning (wills & trusts), college and retirement planning, and much more.
PDS is not affiliated with Maia Wealth.
Individual and Family Planning
College funding strategies
Accumulation programs in preparation for retirement
Income replacement retirement plans
Social Security analysis
Asset Protection and Estate Planning
Estate tax mitigation strategies
Charitable giving techniques
Wealth transfer strategies
Life insurance and Disability income protection analysis
Long-Term Care insurance
Business Protection planning
Key employee insurance
Family Business Planning
Estate equalization planning