Financial Planning Services

INDIVIDUAL/Family Services

Financial Planning – PFG is committed to fully understanding your financial situation and future goals so that we can identify the tools products and strategies that will aid your success.

Investment Management – PFG will create an investment policy for you that is consistent with your goals.  We continuously monitor your portfolio and market conditions to capitalized on opportunities and minimize risk.

Portfolio Analysis – PFG will analyze your portfolio to identify investment characteristics, costs and risks.  We will make specific recommendations based on the resources available to you.


Treasury Management – advise on funding alternative and structure

Cash Management – identify cash flow and optimize fund utilization

Retirement Plans – identify, select, setup and monitor the plan that will work with your business

Visit to learn more about our financial planning services or book an appointment today!