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Personal Financial Planning

Our mission is to be the trusted financial advisor for all aspects of our clients’ financial lives.

PKS has been the trusted advisor to businesses and individuals since 1978. We understand that personal financial planning is an ongoing process and offer independent, objective advice tailored to meet your needs. We help you set and meet realistic goals for your future by taking the time to develop a complete understanding of each client, their individual circumstances and their objectives. Our team of knowledgeable financial service professionals are committed to helping you realize and achieve realistic goals for your future.

We focus on the following areas to develop personalized financial plans:

  • Analysis of Net Worth
  • Life Time Gift Plans
  • Retirement Planning
  • Elder Care Services
  • Estate Planning
  • Financial Crisis Avoidance
  • Wealth Enhancement
  • College Funding

For assistance with investment advisory services and management including:

  • Retirement Income Planning
  • Personal Financial Planning
  • Life Insurance/Annuity Needs
  • Investment Advisory Services
  • Analysis of Financial Plans and Investments
PKS Investment Advisors LLC

PERSONAL FINANCIAL PLANNING - TEAM​

Are you ready to speak with one of our financial planning team members? Contact PKS today to get started.

FIND YOUR ADVISOR

Michael C. Kleger

CPA

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Daniel M. O’Connell

CPA/PFS, CVA

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John M. Stern, Jr.

CPA/PFS

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Financial Planning — TEAM

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At PKS & Company, P. A. we are confident in our ability to prove our value. Please feel free to use any one of the methods below to let us know how we can assist you both personally and in your business.
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