Who We Are
At PFG, we are a family of independent financial professionals who love what we do. We transform our clients from consumers of financial products to owners of their financial future through our education-based planning approach for integrated, objective and coordinated comprehensive financial planning. We do not simply deliver “a plan” and leave it to you to take action. Rather, we develop a lifelong relationship based on the concept that there’s a difference between having a financial plan and financial PLANNING. We have developed and refined a process that utilizes a planning strategy that remains fluid and dynamic, just like all the variables in your life.
Treat you like family through caring attention, respect and open-mindedness.
Financial advisors abide by the Fiduciary standard, holding ourselves to the highest level of integrity and honesty.
Enrich your life by providing panoramic financial planning focused on your why.
Maintain professionalism and expertise on the ever-changing financial environment we live in.
For you – our clients. You are at the core of our business. Without you, we would have no purpose.
We value truly understanding your needs while taking into account your unique life situation.
Our relationships with our clients allow us to do what we truly love, which is to educate and empower.
Everyone deserves a safe place to discuss their plans for their future — no matter who they are.