Custom Wealth Management
PCFS creates strategies that are tailored to your needs and goals.
Lifelong Financial Guidance
Years of experience have prepared PCFS to guide you through your life transitions.
Financial Services, Tailored To You
Financial Strategy: It's In Our DNA
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At PCFS, we know how to disrupt the status quo and want to help you do the same.
It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Let’s identify and talk about your goals
- Conversations about you
- Dreams and Concerns
- Wants and Needs
- Your Financial Philosophy
- What, Why, and When are we Planning For?
Analyze your data
- Where are you now?
- Assets/Liabilities/Income/Expenses/Taxes
- What strategies are you using now?
- Timing of Events – Retirement/Helping Family
- Cash Flow Modeling/Asset Allocation
Develop your plan
- Review current path
- Does it align with your goals?
- What variables will affect your success?
- What can you do NOW to improve your future outcome?
- Realign path to maximize opportunities
Implement your action plan
- Review your plan and discuss options
- Prioritize actions for now and later
- Set a timeline for review and completion
- Engage other professionals as needed
- Let’s get this done!
Monitor and update your plan
- Set periodic review – How is it going?
- Review assumptions and adjust plan
- Confirm timelines for important goals
- Stress test the plan as you get closer to the goal
- Don’t wait until you are over the airport to put the landing gear down!
Meet Our Team
Stephen F. Schliesser, CFP®
President & CEO, Financial Advisor, The Pacific Center for Financial Services