Archive | January, 2013
Sara on Radio (3)

On the Air

Financial Strategies for Life – On the Air Featuring: The Lake Norman Money Maven  Financial Strategies for Life is now on the air. You can check out the live broadcast every Tuesday morning from 8:00 – 9:00 am on WSIC 1400 AM if you are local. For those that are not local you can listen via a […]

Read full story Comments are closed
financially fit 2

Get $ Fit Challenge

It’s that time of year! You know… the time that most people think about fitness and resolutions. However I’m not talking about physical fitness… I’m talking about financial fitness. At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness. We are calling it the: “Get $ […]

Read full story Comments are closed
WashDC

The American Taxpayer Relief Act of 2012

With time running out, dramatic last-minute negotiations to avoid the fiscal cliff resulted in the American Taxpayer Relief Act of 2012. (It may have helped us avoid the fiscal cliff but I’m not sure how much relief it provided!! ) Learn More in this market update:  ATRA2012

Read full story Comments are closed
Bulls an Bears 2

Looking Back, Looking Forward, Looking Out

2012 – The Year in Review 2012 was one for the year books. But then haven’t we said that every year in recent history?  After all is said and done The Bulls have it! When I reflect back on 2012 I think of it as the year of the sound bite. Looking back… There was much to […]

Read full story Comments are closed
Lilly Scarlet

Pets Prosper from PFS Donations!

Preferred Financial Strategies was one of just two donation sites in Mooresville, NC for Kobe Cares, a pet supply drive during the Holidays.  Jen Lidstrom, a chiropractor, lost her dog Kobe after 13 years of faithful and loyal companionship.  To keep his memory alive and be certain his legacy lives on, she initiated the Kobe […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.