Financial Education

We believe that education is paramount and that offering financial education to both clients and the public is a key piece of what we do.

We provide multiple opportunities for learning through workshops and client events, including:

10 Steps to Financial Freedom (For those just starting out)
Buckets of Money (Where and how much you should be saving?)
Exclusive client events exploring current/relevant topics
Free workshops for companies to strengthen employees' financial wellness through our partnership with The Association of Financial Educators

Schedule a time to connect with us. We are passionate about helping others to understand financial strategies, and would be happy to work with you.

PFA and its representatives are in compliance with the current registration requirements of those states in which PFA maintains clients. PFA's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the PFA website on the internet should not be construed by any consumer and/or prospective client as PFA's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet.