Our Firm

Preferred Financial Strategies ("PFS") is a corporation founded by Ronald K. McPherson and Thomas E. Westlake to provide a full range of financial services to individuals and small businesses throughout California & Nevada. Concerned with the manner in which many "Financial Planners" deal with their clients, PFS focuses on understanding their needs and concerns before making financial planning recommendations. Traditional practices tend to be impersonal and transaction oriented. We at PFS are only looking for long-term relationships. Our mission is to provide our clients with the alternatives necessary to make an educated decision in the areas of asset protection, tax reduction, and estate/succession planning, helping them to reach their financial goals. While investment performance is important, we, at Preferred Financial Strategies feel what you keep (after taxes) is even more important. Every investment should blend a client`s goals, needs, and risk tolerances with proper tax strategies, asset protection and estate planning. We believe our qualifications, education and background as well as our desire to serve allow us to do this as well as anyone in the industry. For a free, no-obligation consultation please contact the branch office nearest you. Roseville/Sacramento, CA area -- 916-797-3422 Tehachapi/Kern County, CA area -- 661-822-8228 Nevada -- 888-262-7319