Our Firm

 
Since 1973, Planned Estate Services has been a comprehensive, concierge firm on the cutting edge of the financial services industry. PES caters to the unique needs of the affluent business owner, the senior executive and the retiree. Specifically, we provide retirement planning, estate planning and acces to professional money management.
 
We can help you move beyond the status quo by mitigating your risks as well as managing your retirement and business needs.
 
 
Fee-based financial planning services are offered through financial planners of MetLife Securities Inc., a Registered Investment Advisor.
 

 

 

 

For a no-cost consultation with one of our associates

please call (805) 367-2041.