Our Process

Let This Year Be the Year You Take Back Control of Your Financial Goals

Professional Financial Strategies uses an internally developed process called The Five R’s to help you reach success.
1. Respond
You fill out an quantitative intake form to assess your current financial situation.
2. Review
A Professional Financial Strategies consultant sits down with you and your spouse (if you have one) in your home or office, to review the intake form and gather additional qualitative information.
3. Research
Your input form is evaluated using our PFS 8-Factor Ratio Analysis, based on 4,000 dental practice years of data, to determine how you score relative to your peers across eight proven success metrics and to highlight areas for improvement.
4. Realize
Professional Financial Strategies designs a plan that will take you from where to are to where you need to be to achieve financial success with no hidden costs.
5. Renew
A plan is only as good as its follow through. Professional Financial Strategies works with you to ensure that you stay on track and achieve your financial and personal goals.
Want to learn more?
Contact us to get started!

How the five r’s have helped

400+
Professionals
Helped
20%
Reduction
in Taxes
10%
Increase
in Income
20%
Increase in
Retirement Savings
4,000+
Practice Years of Data

What people are saying

“PFS, established by Jim Miller, has been by far the biggest asset my prosperous oral and maxillofacial surgical practice. I have been affiliated with PFS for over thirty years. Today’s economic environment is difficult for any business. As dentists and dental specialists, now more than ever, it is essential for success to have sound business principles. In my opinion, PFS is the only solution for practice health and financial prosperity.”

—Marvin Greene, DDS, Chicago, Oral, Maxillofacial Surgeon
“Jim Miller and PFS were major factors in my being able to retire from my medical practice at the age of 58. From the initial analysis of my practice in 1983, through it’s sale in 1998, PFS provided me with guidance, service and support of the highest quality. I am extremely grateful for my association with PFS.”

—George J. Quigley, M.D.
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