Pickering Financial Services, Inc.

Independent and Objective Wealth Management Advice

There can be rewarding opportunities for those who plan their financial future.  More and more Americans are seeking out financial advice from qualified advisors who can assist in developing a financial plan of action.  That is where Pickering Financial Services comes in.

In an uncertain marketplace, there's an ever-growing need for knowledge and information that only a trusted, independent financial professional can provide.  Someone who can provide you a full spectrum of financial strategies for every life stage and help you to re-vision your retirement.  You are about to change the way you view financial advisors.

Call or e-mail us today to schedule your complimentary consultation.

INTRODUCING OUR NEW WEALTH MANAGEMENT SOLUTION!

As your wealth grows, life doesn't get simpler....it gets more complex.  Please click on a link below to view a presentation on how you can track ALL of your finances in one location!!

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Executive

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Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Afraid of Outliving Your Income?

A split-annuity strategy is one way to help ensure a steady retirement income stream.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Finally, It’s For Keeps

The 2006 Pension Protection made tax-free withdrawals from a 529 college savings plan permanent, possibly removing a potential source of uncertainty for families who are using 529 plans to help send their students to college.

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