The mission of our firm is to improve the lives of those we serve. Few companies, if any, compete with us on costs in relation to the services provided. We are a profit center for our clients.
Seth Pearson wrote a book about the vision he had for Pearson Financial Services, a firm he founded over 40 years ago. The book was featured in the New York Times. John Bogle, the founder of Vanguard, said “I did read your fine book and agree with virtually all of your ideas”.
John Bogle created the first index fund and founded Vanguard – the largest mutual fund company in the world with well over 2 trillion dollars invested. In 2004, Time Magazine named Jack Bogle one of the world’s 100 most powerful and influential people. In 1999, Fortune Magazine honored him as one of the investment industry’s four “Giants of the 20th Century, in addition to Warren Buffet, Peter Lynch and George Soros. Dr. Paul Samuelson, Nobel Prize winning professor of economics at MIT, capsulated the significance of this simple investment strategy when he said: “the creation of the first index fund by John Bogle was the equivalent of the invention of the wheel and the alphabet.”
income planning is important to all families who have lived within
their means and are now facing important decisions about how to make
their savings and investments meet their future financial needs and
team at Pearson Financial Services thrives on creating customized
solutions to your financial complexities. The services provided are
non-discretionary; you remain in control of your assets at all
times. We have a fully integrated process through a network of trusted professionals that incorporates financial and
legacy planning, investment management, retirement planning, estate
planning, and tax planning.
Financial Services can consolidate, coordinate and simplify all of your
asset management, asset distribution and estate-related needs in one
place. We are honored to serve as financial planners and money managers
to every generation of your family, helping both you and they come to a
meaningful understanding of complex issues so that your important
financial decisions can be made with confidence.
in understanding your overall financial situation brings a new level of
freedom as you see clearly how to create and achieve your most
important goals. We will help you create the legacy you wish to leave
behind, while protecting you financially and enriching your life as you
live it in comfort.
Pearson Financial Services will help you focus in on the two most critical wealth management competencies:
- Estate Planning and Legacy Issues
- Lifetime Income Planning