PDS Planning, Inc

On the one hand, there are banks: conservative, impersonal, and far from forward thinking. Banks are unspectacular in every way, including the returns you can expect from your investments. No one is happy with the service they get from their bank. And after the financial debacle of the past decade, banks have lost credibility, respect and the publics trust. On the other hand, there are brokerage houses: more worldly. Pricier, perhaps. They deal with complicated financial instruments. They have become experts in taking risk. And after the financial debacle of the past decade, they too have lost credibility, respect and the publics trust. Stuck in the middle is the earnest investor. The person who recognizes the value of having a plan, and who yearns for more than a bank - but is too nervous, or uninformed, or untrusting, to feel comfortable at a big brokerage house. This is our opportunity - our market - the people we want to help. We are not affiliated with any bro...