Having money allows you to retire.
Our firm provides a boutique feel backed by the resources of a larger firm. We specialize in income planning and investment management for diligent individuals and families who want to maximize their hard-earned savings.
By looking at your entire financial picture, we provide a well-rounded approach, tailored to each individual client.
Watch a video on our process
Just because you retire, doesn’t mean that the bills stop coming. The first step in crafting a comprehensive retirement plan is to build a solid foundation of income that allows you to live your desired lifestyle, adjusts for inflation, and continues on in the event of losing one’s spouse. Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:
Watch Income Planning Video
“It’s only when the tide goes out that you learn who's been swimming naked.” The same is true for your investment portfolio in volatile markets during retirement. Once the income plan has been established, we must position your assets in suitable investments designed for your unique lifestyle. This typically includes:
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Watch Tax Optimization Strategies Video
Every dollar saved in taxes is a dollar put back into your pocket. Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities. This typically includes:
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:
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Helping you lift-off into a confident retirement in 3, 2, 1…
Connect with Us
Get in touch to book an initial discovery call so we can learn what it is you’re hoping to accomplish and determine whether you’re on track.
Review & Recommend
We’ll complete a robust retirement projection, analyze your investments, and make further recommendations so you’re adequately prepared
for the journey ahead.
Launch & Service
We’ll help launch your plan and be there every step of the way until your mission is complete.
In short, we help manage it. Based on your unique situation, we evaluate a variety of financial products, strategies, and investment portfolios to help you achieve your retirement goals. You will always know where each dollar is going and why.
We’re compensated through three different and transparent ways based on the type of services we provide. For investment management, it's a set fee structure in line with industry standards based on the total assets we're managing on your behalf. Secondly, for our product-based offerings, we receive a commission that is paid out by reputable insurance companies (not by you). Thirdly, in relevant cases, we require a flat rate fee for comprehensive financial planning &/or consulting services. Payment is always disclosed prior to your acceptance of our services.
When you become part of our PFG client family, you can expect to receive annual reviews, regular check-ins, and open communication. We’re always available by email and happy to schedule an appointment prior to your set review schedule as desired, or as needed based on a significant life event or transition. We also provide opportunities for community and interaction with other PFG clients during enjoyable client appreciation events throughout the year.
We sure do. Regardless of where you live in the U.S., we’d be happy to help. Get in touch with us for an initial consultation.
Great question. While working, definitely country music heavily featuring Morgan Wallen. As a switch-up, Coldplay. But when you come in, we love to greet you with your favorite music playing.
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