PFG Advisors Inc. and our investment adviser reps specialize in providing comprehensive financial planning. The six stages of financial planning begin with a thorough analysis of the current financial data, the client's lifestyle and incorporate the clients' lifetime goals. Upon completion, recommendations are made that encompass accumulation needs, investment allocation, retirement cash flow planning, retirement planning investment models and `time segmented distribution'. Retirement income planning utilizes the "Income for Life™" planning process and NextPhase™ time segmented distribution model. We also provide products that fulfill needs for life, health & disability insurance and long-term care. We will also assist you with your estate planning needs.
This written analysis is reviewed with and must be approved by the client before the final plan is provided and implemented. Illustrations are made of changes that may affect the successful outcome of the plan; i.e. additional withdrawals other than projected, higher or lower investment rate of return on assets. We require at least one review of the plan annually without an additional financial planning fee. For our fee based clients, quarterly investment performance reports keep you updated. We expect that you keep us informed on changes to your objectives and lifestyle that may affect your investment profile
Experienced & Professional Services Are Available for:
401(k) Accounts
403(b) Accounts
Individual Equities
Variable Life
Variable Annuities
Small Business Retirement And Benefit Plans
High Net Worth Individuals
Money Management
Investment Advisory Services
Asset Allocation
Retirement Planning Specialist
Financial Planning
Estate Planning
Services/Products
General InfoPFG Advisors Inc. and our investment adviser reps specialize in providing comprehensive financial planning. The six stages of financial planning begin with a thorough analysis of the current financial data, the client's lifestyle and incorporate the clients' lifetime goals. Upon completion, recommendations are made that encompass accumulation needs, investment allocation, retirement cash flow planning, retirement planning investment models and `time segmented distribution'. Retirement income planning utilizes the "Income for Life&trade" planning process and NextPhase&trade time segmented distribution model. We also provide products that fulfill needs for life, health & disability insurance and long-term care. We will also assist you with your estate planning needs.
This written analysis is reviewed with and must be approved by the client before the final plan is provided and implemented. Illustrations are made of changes that may affect the successful outcome of the plan i.e. additional withdrawals other than projected, higher or lower investment rate of return on assets. We require at least one review of the plan annually without an additional financial planning fee. For our fee based clients, quarterly investment performance reports keep you updated. We expect that you keep us informed on changes to your objectives and lifestyle that may affect your investment profile
Experienced & Professional Are Available for
401(k) Accounts
403(b) Accounts
Individual Equities
Variable Life
Variable Annuities
Small Business Retirement And Benefit Plans
High Net Worth Individuals
Money Management
Investment Advisory
Asset Allocation
Retirement Planning Specialist
Financial Planning
Estate Planning,PFG Advisors Inc. and our investment adviser reps specialize in providing comprehensive financial planning. The six stages of financial planning begin with a thorough analysis of the current financial data, the client's lifestyle and incorporate the clients' lifetime goals. Upon completion, recommendations are made that encompass accumulation needs, investment allocation, retirement cash flow planning, retirement planning investment models and `time segmented distribution'. Retirement income planning utilizes the "Income for Life&trade" planning process and NextPhase&trade time segmented distribution model. We also provide products that fulfill needs for life, health & disability insurance and long-term care. We will also assist you with your estate planning needs.
This written analysis is reviewed with and must be approved by the client before the final plan is provided and implemented. Illustrations are made of changes that may affect the successful outcome of the plan i.e. additional withdrawals other than projected, higher or lower investment rate of return on assets. We require at least one review of the plan annually without an additional financial planning fee. For our fee based clients, quarterly investment performance reports keep you updated. We expect that you keep us informed on changes to your objectives and lifestyle that may affect your investment profile
Experienced & Professional Are Available for
401(k) Accounts
403(b) Accounts
Individual Equities
Variable Life
Variable Annuities
Small Business Retirement And Benefit Plans
High Net Worth Individuals
Money Management
Investment Advisory
Asset Allocation
Retirement Planning Specialist
Financial Planning
Estate Planning
Payment Methods
CASHCHECK
Categories
Investment Advisory ServiceFinancial Planning ConsultantsInvestment SecuritiesInvestmentsFinancial ServicesStock & Bond Brokers