Our Process

Step 1: Consultation & Discovery

We begin by getting to know each other and together identify your financial objectives:

  • Goals & Values

  • Concerns & Challenges

  • Risk tolerance

Step 2: Strategy Review

Whether you are just starting out or a seasoned investor, this process involves a deep analysis of your current asset allocation. Together we review observations and discuss strategies before finalizing your comprehensive financial plan and investment strategy.

Step 3: Presentation of Recommendations

We’ll meet to present our recommendations with your customized financial plan that includes:

  • Wealth management solutions

  • Estate and Legacy planning

  • Retirement scenarios and solutions

  • Tax efficient strategies

Step 4: Execution of Plan

Upon your approval of the recommend strategies, we will start to execute your plan. We will open new accounts, transfer assets and places trades based on your investment goals.

Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Step 5: Partnership

With our ongoing relationship we will meet on a quarterly/annual basis or as wanted. We will proactively monitor investments and reach out with any changes we think you should make. As life evolves, we will continue to work with you to update your financial plan in order to meet your financial goals.

We would value the opportunity to discuss how we can help strengthen your financial future.

Contact us today.

Financial Planning services are offered only through approved Financial Planners of MML Investors Services, LLC.

  • “Pfeifer Financial has completely transformed the way I view my investments and prioritize my long-term retirement plan. I have over 20 years of direct experience in the financial business, and the depth of knowledge provided by Will and Jackie has given me significant, valuable insight. During our interactions, I always felt that I was more than just another client. Their genuine concern for my family and thoughtful approach for my financial goals is what impressed me the most. I am so grateful to Will and Jackie for giving me the peace of mind knowing that both my family and my business are cared for.”

    -Victoria Ashenden

    Victoria Ashenden is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

  • “I met Will and Jackie during a transitional time in my life where I knew I needed to prepare for retirement, but I did not know how to make it happen. We instantly began looking at my investments, my spending and plans to retire comfortably. While I had been contributing to a standard 401k, purchasing investment properties, and maintaining a sizable savings account, I did not know the best way to grow my money. Will and Jackie took time to understand what I wanted out of retirement and designed a plan so I could make it a reality. Somewhere along the line, we became close friends. They are one of the first to hear of my adventures and significant changes in my life. I am lucky to have Will, Jackie, and their team on my side.”

    -Stephen N.

    Stephen N. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

  • "I cannot say enough good things about the team at Pfeifer financial. Will and Jackie are rockstars! They truly went above and beyond to make sure I understood the dynamics of my company’s 401k. Their service is second to none; I am very thankful to have Pfeifer Financial for myself and my company."

    -Ryan C.

    Ryan C. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

  • "Will and Jackie at Pfeifer Financial show a passion, knowledge and genuine interest in achieving what is best for their clients. They connect with their clients, listen, and respond accordingly to their individual needs and financial future. Their dedication to clients and business excellence sets them apart from other firms. I am thankful for their guidance to help me reach my retirement goals and making sure that my family is protected."

    -Lisa F.

    Lisa F. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.