T o d d  P f l e g e r
  F I N A N C I A L  S E R V I C E S
 
Financial & Retirement Planning

Todd Pfleger Financial Services primary function is to help clients reach their personal and financial goals. Our clients seek a professional relationship built on trust and unbiased advise. The firm's objective is to become the central resource for clients to organize their personal financial affairs. We specialize in investment management, retirement planning, taxation and estate planning. Our clients include retirees, business owners, professionals, and trusts.

Todd Pfleger Financial Services will help manage and preserve your wealth with unbiased professional advice.

In partnership with you, we will:
1. Define your specific financial goals, which may encompass the development of a comprehensive financial plan or it may focus on one or more specific issues like investment management.
2. Develop and execute a unique financial plan to achieve desired goals and objectives.
3. Monitor and modify strategies in response to changes in your personal and professional life.
   
Impartial Advice
We operate on a “fee-only” basis. We do not sell any investment or insurance products, nor do we have any affiliation with any brokerage firm or insurance company. We do not receive commissions for products that we recommend and we are compensated only by fees paid to us by our clients. This prevents potential conflicts of interest and ensures that you receive impartial advice. Todd Pfleger is a CPA and Registered Investment Advisor (RIA) and as such is required to exercise his best efforts to act in good faith and in the best interests of the client.

 

Todd C. Pfleger, CPA, PFS
Registered Investment Advisor
1 Financial Place, 297 North Street, Suite 321A, Hyannis, MA 02601
Tel: 508.771.0667  •  Fax: 508.771.0661  •  Email:
 todd@pflegerfinancialservices.com