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At Pfister, we don’t offer one-size-fits-all advice. We deliver clear, coordinated strategies tailored to your unique situation. Each service is designed to work in concert, helping you protect what you’ve built, grow what matters, and transition your wealth on your terms.
We also work with a network of strategic partners—experts in tax law, business succession, insurance, and more. These partnerships expand your planning options while we ensure everything stays coordinated and aligned to your values.
Taxes don’t have to be the cost of success. Whether you're a business owner navigating income and entity planning or a professional looking to reduce tax drag on retirement assets, we help you design a proactive, personalized tax strategy.
Our team works with elite partners in law and accounting to bring forward advanced planning strategies, from entity structuring and income smoothing to strategic deductions, deferrals, and exit timing.
You shouldn’t have to choose between security and growth. We help you create a financial architecture that enables your assets to work in multiple ways at once.
Whether it’s preserving liquidity while building long-term wealth or balancing guaranteed income with scalable growth, our "dual-purpose" approach helps you stay nimble, confident, and in control, even as life changes.
Your legacy is more than an inheritance. It’s your values, your vision, and the impact you want to leave behind.
We help you design a plan that protects your family, reduces tax exposure, and ensures a smooth transfer of assets. More importantly, we help you craft a strategy that preserves harmony and clarity across generations.
You only exit your business once. We make sure you get it right. Whether you're selling to a third party, transitioning to family, or setting up a succession plan for key employees, we help you maximize the value of your business while minimizing tax burdens and emotional stress.
With coordinated strategies across legal, financial, and operational areas, we help you transition with clarity, not chaos.
A sound financial plan starts with protection. We help you assess and manage the risks that could derail your goals, from disability and liability to long-term care and business continuity.
We evaluate what you have, identify what's missing, and implement smart, cost-effective coverage that aligns with your values and supports your broader strategy.
Based on the time-tested principles of one of America’s most enduring family legacies, the Rockefeller Method helps you structure your wealth to benefit not just your children, but generations to come.
We guide you through a system of family governance, asset protection, and purposeful planning that keeps your wealth organized, aligned, and growing in service of your values.
Whether you're focused on growth, preparing your exit, or simply want more control and peace of mind, we're here to help.
Schedule a Discovery Call to:
Get clear on your goals.
Understand which services best fit your needs.
Leave with confidence about your next steps.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.