Financial Planning
For Individuals, Families, and Business Owners
A financial plan should address your particular needs for accumulation, management, protection, distribution, and transfer of wealth. Our financial planning platform, called
PFG Advisors Wealth Solution looks at all areas of your financial life.
Our process begins with in-depth and honest discussions about your goals. These discussions allow us to gain insight and understanding of what’s important to you. Upon gathering and analyzing the important data we need, we will then provide recommendations to address both your short and long term objectives.
We recognize that business owners have different considerations and other areas of concern that need evaluation. Several advisors within our firm specialize in the needs of business owners and will integrate this type of planning along with a personal financial plan in order to properly address the business owner’s diverse needs.
Finally, we make it a priority to work as a team alongside your other advisors, so that there is coordination among financial, tax, and legal professionals. This allows us to deliver a more cohesive overall plan. You can choose to implement the suggested strategies yourself, with us, or with any advisor of your choice.
PFG Advisors Wealth Solutions
Our financial planning offering is highly customized to the needs of every unique client. That said, every client goes through a thorough and systematic process to identify goals, assess gaps in their current strategy, and evaluate recommendations to help bring them closer to where they would like to be.
Our financial planning platform, known as PFG Advisors Wealth Solutions comes in three levels (Platinum, Gold and Silver), depending on the complexity of your needs
Life in a Box
Gold and Platinum clients have the additional benefit of having access to a Living Plan, a personalized, user-friendly website that gives your 24/7/365 real-time insight into your financial picture, aggregates your financial accounts nightly, produces instantaneous reports, provides access to important financial documents through a secure online vault and much, much more
PFG Advisors Wealth Solution – Platinum
Comprehensive Planning for Business Owners
Owning a business adds another layer of complexity to your financial life. Our Platinum clients pay us a fee to review all areas of their finances including their business entities.
Our process begins with an in-depth conversation about your goals and objectives. We then carefully analyze all of the data we collect from you. We will educate you on the possible set of solutions and recommend based on suitability for your situation. Once the plan is complete, we will deliver it to you in writing.
You have the option to implement with us or another advisor of your choice. Should you move forward with us, we will keep you apprised of your progress through a series of communications throughout the year.
PFG Advisors Wealth Solution – Gold
Comprehensive Individual Planning
As your life and finances become more complex, we recommend a comprehensive financial review. Gold clients pay us a fee to look at all areas of their financial picture.
We follow our proven process , identify goals, analyze your situation, provide recommendations, and deliver a written plan. We stay in touch with you throughout the year to monitor your progress.
PFG Advisors Wealth Solution – Silver
Focused Planning
Our Silver process is a focused planning solution designed to address highly specific goals. For example, you want to address a gap in your risk management strategy, or you may need to roll over a retirement plan from a previous employer.
Check the background of our investment professionals on FINRA's BrokerCheck