Lifetime 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 lifestyle desires.

Pearson Financial Services will help you focus in on the two critical wealth management competencies:

• Estate Planning and Legacy Issues
  • Wealth Transfer
  • Creating Your Own Family "Bank"
• Lifetime Income Planning
  • The PFS Core Investment Solution
  • Long term Planning for Real Estate and Income Taxes

Pearson Financial Services has over 35 years of personalized service, with more than 2,000 clients, managing $300 million in family assets.

Securities offered through Purshe Kaplan Sterling Investments, Member NASD/SIPC. Headquartered at 18 Corporate Woods Boulevard, Albany NY 12211.

The 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. Pearson Financial Services sells no products. We are a conflict-free, fee-only firm, with a fully integrated process that incorporates financial and legacy planning, investment management, retirement planning and estate planning, all under one roof and in one office.

Pearson 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.

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.