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.