Our Firm

Our goal is to provide efficient strategies for preserving wealth and growing family wealth
 
 
Pearce Financial Services is a professional financial services firm providing customized wealth management solutions and services to select clientele. We are dedicated to helping preserve their financial assets and standard of living. If you identify with the client profile below, we would appreciate the opportunity to speak with you and explore a potential working relationship:
 
Committed to developing and implementing a written financial plan.
 
Understand financial strategies and products.
 
Understand the value of advice and wish to work with a team of experienced professionals on financial decisions and investment management.
 
Here Are Some Services We Provide:
 
  • Retirement Plans
  • Mutual Funds
  • Variable Annuities
  • Life Insurance
  • Annuities
  • Long-Term Care Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Medicare Supplement Insurance

 

 

 

Mutual Funds are sold by prospectus.  Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.