What if working in retirement was something you wanted to do, not something you had to do?
That kind of freedom starts with preparation.
Watch this clip from The S.M.A.R.T. Approach to Retirement and visit our website to watch the entire episode. 🔗
Disclosure Insurance products are offered through the insurance business PFS
Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement. 04386917 - 9/26
PFS Wealth Management Group
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Providing tax, risk, and fee-efficient outside-the-box tools and strategies that the big box brokerage firms are unable and unwilling to offer.
PFS Wealth Management Group is an independent, privately-owned wealth management firm focused on helping its clients manage and build financial assets in a challenging global marketplace. Our goal is in guiding individuals, families, and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies. Insurance products are offered through the
Life's all about choices; retirement isn't different.
09/07/2026
Work can provide more than a paycheck.
It can provide purpose, opportunity, growth, and the ability to build something that matters.
This Labor Day, take a moment to recognize the individuals who bring their best to their work every day, from business owners and leaders to employees, professionals, and those working behind the scenes.
Your effort helps strengthen the organizations and communities around you.
Wishing you and your loved ones a safe and enjoyable Labor Day. 🇺🇸
09/05/2026
Another home match means another opportunity to celebrate the team, the community, and the passion that makes FC Naples special.
We're looking forward to seeing our team take on Athletic Club Boise. Best of luck to the players, coaches, and entire organization.
Proud to support our hometown club and excited for another unforgettable matchday.
Let's go, FC Naples! 💙
Disclosure Investment Advisory Services may be offered through AE Wealth
Management, LLC, a registered investment adviser. Working with AE Wealth
Management, LLC cannot guarantee investment success or that specific financial
goals will be achieved. FC Naples USL LLC is not a current client of AE Wealth
Management, LLC. FC Naples USL LLC was provided cash compensation as follows by Preferred Financial Services, Inc. for this endorsement, as such term is defined under SEC Rule 206(4)-1. This cash compensation creates a material conflict of interest, as the endorsement may be influenced by the compensation received. For more information visit pfswealthgroup.com/fcnaples-disclosure/: 04386917 - 9/26
If you don't know where you are today, there's no way to get where you want to go tomorrow.
09/03/2026
Success isn't something you stumble into.
You design it.
You measure it.
You execute it.
Your goals deserve more than good intentions. They deserve a plan and consistent action.
Investment advisory products and services made available through AE Wealth
Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor
its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement 04386917 - 9/26
Retirement confidence doesn't come from guessing.
It comes from knowing your numbers, understanding your goals, and having a strategy for making your money work throughout retirement.
In this episode of The S.M.A.R.T. Approach to Retirement, I explain why having a clear retirement income strategy can make a meaningful difference in how confidently you navigate the years ahead.
Watch the complete episode on our website.
Disclosure Insurance products are offered through the insurance business PFS
Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group arenot subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement. 04386917 - 9/26
09/01/2026
Sometimes the hardest part of reaching a goal isn't knowing what to do.
It's knowing exactly where you're going.
When you have clarity around your financial goals and the life you want to build, your decisions become more purposeful.
That's why I believe planning should begin with the target—not with the product, the market, or the latest headline.
Clarity creates confidence. And confidence creates direction.
Investment advisory products and services made available through AE Wealth
Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor
its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement 04386917 - 9/26
One of the biggest surprises families face isn't how much wealth they accumulate...
It's how much they may lose to taxes without proper planning.
In this episode of The S.M.A.R.T. Approach to Retirement, I explain why tax strategy should be part of every legacy conversation and why preparing early can help preserve more of what matters most.
Watch the complete episode on my website.
Disclosure Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement. 04278681 - 8/26
Higher or lower in the tax bracket, the problems are always the same.
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