
Simon Peter O'Hanlon, President (pictured below)
303-759-0308Wealth Management Coupled With Financial Planning
“The ultimate goal I have for all my clients is that they are empowered through accurate, timely information to co-create a financial future for themselves that evolves and grows with them,” says Simon Peter O’Hanlon, President of Preferred Financial Strategies. “Clients want an advisor who is professional, listens to them, provides honest advice, and acts in their best interests as they journey through their life-long planning process.” For the past 15 years, O’Hanlon, a registered fee-based advisor, has helped guide and educate clients as they explore their own life plans. “Money is more than wealth. Money gives one the freedom to create good in life,” says O’Hanlon. “I am not just investing someone’s money. I’m working closely with individuals to help shape their money around their values and their lives.” Investment Advisor Representative & Investment Professional Woodbury Financial Services, Inc., PO BOX 64284 St. Paul, MN 55164 615-738-4000, Member NASD, SIPC, and Registered Investment Advisor. PFS, WFS are not affiliate companies. Mr. O’Hanlon is registered to conduct business in CO, CA, SC, AZ, WI, TX, WA, NV, VA, MI, PA & NY.
***As seen in Forbes, September 17, 2007 issue***