Pioneer Financial, Inc.

About

A Registered Investment Advisor and Accounting Firm providing Investment Management through Separately Managed Accounts along with Tax Services.

Story

Working with Pioneer Financial for your Investment & Tax Preparation needs allows the company to have an X-Ray view of your financial status. In developing and truly being able to read this x-ray of your ‘Financial Health’ we are able to develop much deeper ‘core’ solutions than ordinary financial services organizations would provide. Our strategy is a double angle approach and integrates both your Tax and Financial needs into one smooth holistic entity. The first angle provides an Investment Team which applies in-depth fundamental research and a rigorous due diligence process to selecting investments, constructing portfolios and monitoring investments that have the potential to produce attractive long-term rates of return. The second angle comes from our tax development side and uses tactics such as ‘Tax Loss Harvesting’ or ‘Investment Advice Fee Deductions’ to minimize your tax liability and maximize what you keep in your pocket each year.