• Administer & Manage Trust and Conservatorship Accounts
  • Serve as Personal Representative for estate administration
  • Establish, Execute & Monitor Investment Objectives for the account and assets
  • Conduct sale of assets
  • Coordinate tax return preparation
  • Maintain physical and electronic records
  • Annual or more frequent reports to qualified beneficiaries and professionals supplementing independent investment account statements

ASSESSMENT

John T. Strohecker, CTFA

Utilizing the Trust Agreement, grantors intent, and state statutes we will guide and provide support to beneficiaries named within the governing document.

FIDUCIARY account ADMINISTRATION

Investment planning will utilize existing professionals or selected Registered Investment Advisors (RIA) or Certified Financial Planners (CFP). 

OUR SERVICES

INVESTMENT PLANNING

John Strohecker will meet personally with all parties to develop a strategy for correctly administering the Trust focusing on framing our decisions based upon the Grantor's intent

Business Consulting

 

PFS is not accepting new projects at this time..