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
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.
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.