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Judy Larson

“We undertook estate planning, and PFC gave us suggestions on lawyers, and they were actively involved in helping us set up trusts for our family. They really helped us with the interpretation-understanding how the estate tax laws apply to us and what it means to us down the road. Maureen was really helpful in interpreting it-she served as the go between with the lawyers and ourselves. She would bring up items to have clarified that we never would have thought to ask. She knew our business enough and family enough so that she could recommend a change or take things out or put in an extra person as beneficiary.”

“Howard audited our books, advised us on taxes, and assisted in financial planning.  He was instrumental in advising us on selling the business. He put together the financial part of the presentation...
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Steve Cohen
Retired business owner