Broker Check

Medical & Dental Division

Through your many years of training, physicians and dentists have specialized in the needs of their patients. But what can you do when the demand and the pace of your life leave you with little time to focus on proper plans for investing in the future? With the complexities of your investment objectives, what you might need is an experienced professional. A financial services team to guide you through the important investment decisions that could help you achieve your long-term financial goals. While some financial service firms attempt to be everything to everyone, the professionals at Pioneer Financial Associates, Inc. (PFA) focus on the needs of physicians and dentists with an integrated approach that serves the specialized needs of these professions around the country.

  • Asset Management (Your total investment picture)
  • Disability and Risk Management (helping protect you from life's turbulence)
  • Tax Strategies and Management (Improving your wealth-building efficiency)
  • Cash Flow Management (reducing unnecessary expenses)
  • Estate Planning Strategies (helping you transfer your lifetime assets to your heirs and/or to worthy causes)
  • Charitable (or social capital) planning, to help you give back to the community.
  • Evaluate the goals and objectives that provide context for your financial wealth as a whole.

The PFA Promise

We promise to tell you the plain, unvarnished truth all the time.

We Promise never to have any allegiance to any company, product, or service, beyond our belief in its ability to help you work towards your goals.

Consultation

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