Pioneer Financial Services, Inc.

Providing financial services from a unique perspective. Yours.

 

Who We Are

Pioneer Financial is a quality financial services provider on the Delmarva Peninsula and the Mid-Atlantic region for over 30 years. A two generation family-owned firm that is forward-thinking, and believes that achieving financial security and independence results from having the right tools available in order to make intelligent, deliberate decisions regarding your financial goals. 

Through a strong commitment to both our clients’ investment objectives and the community that we serve, Pioneer Financial Services has built its practice on the foundation of strong relationships forged through our dedication and attention not only to our clients’ goals, but most importantly, to their point of view.
 

What We Do

Our team of financial and benefits professionals will help design, implement, and continually review your unique financial objectives, being mindful of the fast paced and often volatile economic climate in which we live. Pioneer Financial Services takes a measured approach to your financial goals before recommending the strategy appropriate for your situation.

We listen carefully, in order to form a long-standing client relationship with a personal touch and:

·      Identify your current financial status

·      Determine your financial goals and objectives

·      Explore varied solutions

·      Help you, along with other trusted advisers, implement a plan
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

More Newsletters →