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
Investment Management
Todd Pfleger Financial Services is a Registered Investment Advisor providing individuals, trusts and institutions with personalized investment advisory services tailored to meet specific financial goals and objectives. We work closely with our clients to determine the appropriate asset allocation between stocks, bonds and cash.
Our investment management engagements encompass three phases:
(1) Initial financial planning investigation that focuses on identifying goals, time horizon, liquidity needs, risk exposures and taxes.
(2) Implementation phase to implement the recommendations.
(3) On-going monitoring and planning phase to continuously monitor the progress of the plan.
Our Investment Philosophy is based upon:
  Diversified Long-Term Strategy
Reduce market risk by employing a diversified, long term, buy-and-hold strategy. Not influenced by current fads or market timing.
  Low Cost Investments
Construct portfolios with low cost no-load mutual funds and Exchange Traded Funds (ETFs).
  Broad Based Index Styles
Adherence to a disciplined, equally balanced, asset allocation based on well-known indexes.
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: