How We Work
Our reasons for becoming financial advisors are that we wanted to bring a different approach to the financial services industry. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future because everywhere they turned, they were being sold to instead of educated. We decided to flip the industry on its head, so instead of trying to sell products and services, we focus on understanding our clients’ lives first and seek to get to know what their concerns are. After years in the business, we have developed a reputation for educating and serving our client’s best interests. We follow a fiduciary standard to eliminate conflicts of interests in how we provide services. If you have any questions or ready to schedule your appointment, schedule today, or email us at [email protected]
Why Pegasus Financial Planning?
•Confidence that the advice you’re given is in your best interest
•No high-pressure insurance or investment sales tactics
•Proven change management techniques to help you achieve your long-term goals
•Trust in team that supports you and the ability to ask any question to get the guidance you need
Complimentary Phone Consultation