Preferred Financial Strategies, Inc.
Balanced Planning for Balanced Living

CONNECT

Address:

5655 S Yosemite St. Suite 320
Greenwood Village, CO 80111

Phone:

(303) 759-0369

Fax/Other:

303-639-9943

Our Team Approach

Forbes Article

As Seen In … Forbes, September 17, 2007

Wealth Management Coupled With Financial Planning

“The ultimate goal I have for all my clients is that they are empowered through accurate, timely information to co-create a financial future for themselves that evolves and grows with them,” says Simon Peter O'Hanlon, President of Preferred Financial Strategies. “Clients want an advisor who is professional, listens to them, provides honest advice, and acts in their best interests as they journey through their life-long planning process.”

For the past 25 years, O'Hanlon, a registered fee-based advisor, has helped guide and educate clients as they explore their own life plans. “Money is more than wealth. Money gives one the freedom to create good in life,” says O'Hanlon. “I am not just investing someone's money. I'm working closely with individuals to help shape their money around their values and their lives.”

The Team Approach to Planning

O'Hanlon insists that planning is essential to investing; otherwise, the client is sailing blind and rudderless into the fog of retirement. As clients transition through their lives various stages, their investment and estate plans are reviewed at least yearly or at their request to reflect changes in the market, the regulatory environment, their life and tax law.

“We are committed to enhancing the team approach to planning, including facilitating existing relationships with CPAs, attorneys and other advisors,” adds O'Hanlon.

The Big Retirement Myth

“The idea that people will retire at a lower tax bracket is a myth that has been echoed for years. As a result, most retirement plans are overly dependent on unrealistic income projections,” says O'Hanlon. “The truth is that retirees must maintain a high level of cash flow if they intend to preserve their standard of living in an inflationary environment while facing escalating healthcare costs. In addition, practically speaking, tax brackets are likely to remain high.”

Wealth Management

As an independent firm, Preferred Financial Strategies has at its fingertips a cavalcade of some of the finest institutional and private money managers in the country. O'Hanlon says, “With 70 million baby boomers retiring in the next 15 years, it is essential to have wealth management options to couple effectively with current planning strategies available to our clients.”

The Power of Tax Diversification

O'Hanlon, emphasizes maximum tax diversification strategies over a lifetime. A tax-balanced portfolio may include a combination of tax-deferred investments, tax-favored real estate and equity investments, pensions, and qualified and nonqualified vehicles.

Custom Tailored Approach

O'Hanlon customizes his approach, tailoring it to the unique needs of wealthbuilding individuals, trust beneficiaries, qualified retirement plans, multigenerational families and family-owned businesses. “We prefer clients who want to make a serious commitment to a long-term advisor/client relationship,” concludes O'Hanlon. “We are serving our clients well when they are effectively engaged in the planning process. We listen carefully, educate thoroughly and foster meaningful relationships based on mutual trust, values and commitment.”

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck