Welcome to the first episode of the PFS Podcast by Paller Financial Services! Join hosts Mark Mogle and Mark Paller, the firm's certified financial planners, as they share insights into their unique approach to financial planning, investment management, and tax preparation. Inspired by Stephen Covey’s "Seven Habits," they begin with the principle of "beginning with the end in mind" to keep clients' goals as the top priority. Discover how Paller Financial integrates personalized care with a team approach to ensure continuity, customized support, and clarity amidst financial complexities. Tune in to learn why for Paller Financial, "It's not just business, it's personal."