How we can help

We create personalized plans so you can move into the next chapter of your life with ease and excitement about the future.

Managing it well keeps you retired.

Having money allows you to retire.

We’ll show you how to use what you’ve earned and accrued to fund your future.

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.

Step into the next chapter of your life living freely.

By looking at your entire financial picture, we provide a well-rounded approach, tailored to each individual client. 

Watch a video on our process

Income Planning

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:

  • Social Security Optimization
  • Income & Expense Analysis
  • Inflation Plan
  • Spousal Plan
  • Longevity Protection

Watch Income Planning Video

Investment Management

“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:

  • Assessing your Risk Tolerance
  • Adjusting your portfolio to reduce fees
  • Volatility Control
  • Evaluate ways to reduce risk while still working towards your goals
  • Comprehensive Institutional Money Management

Watch Investment Management Video

  • Assessing the taxable nature of your current holdings
  • Strategizing ways to include tax-deferred or tax-free money in your plan
  • Strategize which tax category to draw income from first to potentially reduce tax burden
  • Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries

Watch Tax Optimization Strategies Video

Tax Optimization Strategies

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:

We will create a plan to help you address rising healthcare costs with a minimum of expense, including:

  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a Long-Term Care Plan
  • Disability insurance 

Watch Healthcare Solutions Video

Healthcare Solutions

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:

  • Maximize your estate and income tax planning opportunities
  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Watch Legacy Planning Video

Legacy Planning

What to Expect

The Retirement Launchpad  Process

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.

Get started

Our Values


Spirit of Excellence


Growth Mindset

In case you’re wondering …

Browse the frequently asked questions + answers.

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.

2023 Tax Summary

This comprehensive tax summary details what income tax bracket you may fall into, how much money you can contribute to your IRA, and more. By subscribing you will also be joining the list of PFG Insiders to receive additional insights and free resources in your inbox.

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Free Guide

With the right financial planning, the future really is in your hands.

Connect with us to see if you’re on track.

Reach Out

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