PK Financial Strategies, LLC

We want to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.

Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

Visit PK Financial Strategies, LLC to learn more.

Securities offered through 1st Global Capital Corp., member FINRA, SIPC. Investment Advisory Services, including fee-based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc.  All other financial planning services are offered through PK Financial Strategies, LLC.  PK Financial Strategies, LLC and 1st Global Capital Corp. are unaffiliated entities.  We have individuals registered to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin.  This is not an offer to sell securities in any other jurisdiction.