Preferred Financial Strategies

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Preferred Financial Strategies, Inc.

generations of trust...decades of knowledge...since 1979

Long-Term Care Self Insurance
Will you be able to afford nursing home care?

This calculator is designed to help you attach a dollar figure to your lifes work.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Searching for Your Ideal Risk Tolerance
Many people base their ideas about risk tolerance on subjective standards their feelings without considering whether their personal circumstances would either exaggerate or mitigate the risk inherent in a particular investment.
HOT TOPIC: The Great Inflation-Deflation Debate
We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.
HOT TOPIC: New Year, Higher Taxes?
After the Waterford Crystal ball descends in Times Square on New Years Eve, most people will see their taxes ascending for 2011 — at least thats the current situation. Find out how high they could go.
Can You See Your Business as a C Corp?
When you opened or purchased your business, you may never have dreamed that one day you'd be at the helm of a corporation. But if your business has become so profitable that you are ready to consider new ways to manage your tax burden, it could be time to consider incorporation.
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Educate yourself on a variety of financial topics.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Manage your taxes and prepare for the upcoming tax season.

Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
5 Star Wealth Manager Criteria
Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf