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HELPING YOU ACCELERATE ON THE PATH TO REACH YOUR FINANCIAL GOALS

Welcome to PFG, an independent financial advisory firm located in Lakeland, Florida. 


The Lakeland branch office of PFG was founded in 2005 and is lead by Keith DeLoach.  PFG can assist you with all aspects of your financial life, including: Investment Services, Risk Management, Retirement Planning, and Estate Planning.

about

At Partners Financial Group Inc., we are a financial services firm that works directly with our clients to manage their long-term financial planning needs. We develop a plan and then implement that plan on behalf of our clients. We conduct periodic reviews to ensure that goals and objectives are being met and if the plan needs to be adjusted, we implement those changes.

our services

At PFG, we specialize in all aspects of individual financial planning.

 Individual Financial Planning

  • Individual Retirement Plans
  • Retirement Distribution Planning
  • Investment and Risk Management
  • Estate Planning
  • IRA Distribution Plans
  • 401(K) Plans
  • Pension Plans

Military

As a former Military member myself, I understand that you are faced with many decisions as you transition from government service to the corporate work force. I specialize in working with former military members to provide assistance as they navigate this time and put strategies in place to manage the change.

Business

For business owners and executives, we utilize companies and facilitate buy/sell funding, and non-qualified retirement plans to address restrictions on qualified plans.

We also help implement life insurance and other risk management strategies.

For employers and employees, we provide tax-qualified retirement plans with tax-deductible plan contributions and earnings that accumulate tax deferred. 

  • 162 Executive Bonus
  • Profit-Sharing Plans
  • Supplemental Executive Retirement Plans
  • Deferral Arrangements
  • Bonus Plans
  • Business Continuation Planning
  • Employee and Executive Benefits

High-Net Worth Strategies

For high-net-worth individuals and families, we hand tailor comprehensive asset management strategies and estate plans designed to help maximize the accumulation of additional assets.

our process

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Steps of Acceleration

 

     REFERRAL

    FIRST MEETING
              Learn About You

    ANALYSIS / STRATEGIC PLAN

    SECOND MEETING
               Present Plan & Get Feedback

    CUSTOMIZE PLAN

    THIRD MEETING
              Present Customized Plan

    IMPLEMENT PLAN

    ACTIVE PLAN MANAGEMENT

REFERRAL: Introduction through a referral

FIRST MEETING: During this meeting we will learn about you, including your current investments, goals and objectives. We will also discuss strategies you would like to learn more about. As a new client, we will work together with you to complete the Client Information Form & Risk Assessment Profile, which will enable us to assess fit, risk, tax and transition components of your overall financial plan.

ANALYSIS / STRATEGIC PLAN: This step is where your entire plan is analyzed and an initial strategy is developed to help accomplish your goals and objectives.

SECOND MEETING: This meeting is to present the initial plan and give you the opportunity to provide feedback so we can begin to personalize the strategy.

CUSTOMIZE PLAN: Based on your feedback, we customize the plan and integrate the strategies to help accomplish your goals and objectives.

THIRD MEETING: Your personalized plan will be presented at this time.

IMPLEMENT PLAN: This step will include the funding of all necessary strategies.

ACTIVE PLAN MANAGEMENT: Your personalized plan will be monitored and managed on an ongoing basis.

Download the PDF of our steps here.

the pfg network

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As part of the Partners Financial Group (PFG) family, based in State College, Pennsylvania, we are associated with a committed network of financial advisors from around the country with a strong focus on service and long-term relationships. For more than 50 years PFG has assisted financial advisors in designing and implementing comprehensive wealth and security strategies to help their clients accumulate, protect, and transfer wealth. PFG operates as a true producer group, which provides a collaborative environment for financial advisors to grow their businesses and increase their knowledge through mentoring partnerships and peer groups. PFG remains a leader within the financial services industry. With PFG, we continue to innovate and lead even in challenging markets.

client center

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This site allows access to your Fidelity Advisory Account. At this site you may view transactions and monthly Fidelity Account Statements. You may wish to go totally paperless by registering for online access to: prospectuses, tax documents, trade confirmations, and Proxy/shareholder communications. If you do not currently have access, please contact the office for assistance.

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contact us

Keith Deloach
PFG 

Address

122 E. Main Street Suite 208
Lakeland, FL 33801

Email

rkdeloach@pfgfa.com

Phone

863-688-5800

Fax

863-688-5888