PK Financial Strategies, LLC, Adds Brent Beane and Ryan Fischer, CFP®, As Associate Advisors
Dec 1, 2016
Phoenix — (Dec. 1, 2016) — PK Financial Strategies, LLC, a client-centered financial services firm, is proud to announce the addition of Brent Beane and Ryan Fischer, CFP®, as associate advisors. Both Brent and Ryan will work together with the firm’s financial services professionals to lead, guide and direct clients with their estate and trust planning, financial and retirement planning, employee benefits, pensions, and profit-sharing plans.
Brent began his career in the financial services industry 10 years ago and is currently working toward his CFP® designation. He understands the need for comprehensive tax-centered financial planning as he joins PK Financial Strategies after working at 1st Global since 2011.
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2012. He approaches all clients’ situations by customizing plans to help them achieve their financial goals.
About PK Financial Strategies, LLC
There are many reasons to work with a financial advisor. Some include your children, your career, your hobbies, your friends, your extended family, your vacation plans, your retirement plans and — to put it more simply — your life. PK Financial Strategies, LLC, helps its clients achieve the outcomes most important to them by clarifying their roles, values, and goals and expectations in writing so communication is clear, and a comprehensive plan can be tailored to fit their situations. The advisors at PK Financial Strategies guide clients through a dynamic discovery process called “Life Design” to determine their life goals and create tailor-made solutions focused on investment and/or risk management strategies. This process maximizes the clients’ resources to help them achieve their desired outcomes for what is most important to them. It is all about getting it right for the clients’ reasons. Find out more about the firm at http://www.pkfs.net/, or call 602-776-6353.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas 75251; 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.