Pearson Financial Services

About

Consolidate, coordinate and simplify all your financial needs under one roof.

Lifetime income planning is important to all families who have lived within their means and are now facing important decisions about how to make their savings and investments meet their future financial needs and lifestyle desires.

The team at Pearson Financial Services thrives on creating customized solutions to your financial complexities. The services provided are non-discretionary - - you remain in control of your assets at all times. The firm offers a fully integrated process that incorporates financial and legacy planning, investment management, retirement planning and estate planning, all under one roof and in one office.

Pearson Financial Services can consolidate, coordinate and simplify all of your asset management, asset distribution and estate-related needs in one place. We are honored to serve as financial planners and money managers to every generation of your family, helping both you and them come to a meaningful understanding of complex issues so that your important financial decisions can be made with confidence.

Pearson Financial Services and a dedicated and experienced professional staff invite you to visit http://www.spearsonfinancial.com to find out the services we offer and the kinds of complex financial issues that we have helped our clients solve. We look forward to the opportunity to be of service to you and your family.

Seth Pearson was featured in The New York Times--
The Your Money section of the New York Times quoted Seth and highlighted his book “The Two Million Dollar Gift”. The article “Bequeathing, With Strings Attached”, discusses the design and implementation of intergenerational or dynasty trusts.

To read the article in The New York Times Archives, go to
http://www.nytimes.com/2008/01/05/business/yourmoney/05money.html_r=2&sq=Seth%20Pearson,%20January%205,%202008&adxnnl=1&oref=slogin&scp=1&adxnnlx=1210260153-LcRZTGnaUD59PFzJv2gFVQ