Empowering Clients to Make the Best Financial Decisions for Over 35 Years

In the interview process for dental school, Jim was asked “why do you want to be a dentist”. He didn’t have a good answer and terminated the application. 13 years later, Jim and his associate, Glenn Jones began the consulting business which became PFS.

36 years later, although not a dentist, Jim and his business partner Allen are trusted financial and legal consultants who have assisted hundreds of dentists, physicians, and veterinarians find success. If success is measured by being able to replace your earned income with your income from savings, at a time of your choosing, without sacrificing your lifestyle, then only 9% of dentists and physicians are successful. This statistic is the driving force behind Professional Financial Strategies.

With over three decades of experience and over 4,000 dental practice years of financial data, Professional Financial Strategies knows what makes someone successful. Through the proven The Five R’s process that includes the proprietary PFS 8-Factor Ratio Analysis, Professional Financial Strategies can help any dentist or physicians reach success.

See how we can help your company reach success through The Five R’s.


“PFS is a wonderful consulting company! They have gone above and beyond my expectations and have provided some of the best advice and guidance I have ever received. I am thoroughly impressed and would highly recommended them to my peers. They are competent, reassuring about various areas I may have had questions regarding the office and are always available for consultation. They are the best!”

—Kara Czarkowski, DDS

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