Lifetime Income Planning at Pearson Financial Services
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.
Consolidate, coordinate and simplify all your financial needs
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. 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.
Pearson Financial Services can help consolidate, coordinate and simplify all of your asset management, asset distribution and estate-related needs. We are honored to serve as financial planners and money managers to every generation of your family. We strive to help all of you come to a meaningful undertanding of complex issues so that all important financial decisions can be made with confidence.
The mission of our firm is to improve the lives of those we serve. 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.
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.”
