You deserve financial

Let us help guide your journey to retirement.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our workshops to see how we can help you with your retirement plan.

Get Started In

Three Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the PGI Financial Services plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.


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PGI Financial Services

"Our mission is to provide Financial Confidence. We specialize in preservation, growth and income strategies.

Our goal is to provide our clients with income optimization strategies to help leave the legacies they deserve, and help ensure that some unforseen health crisis may not impact their finances."

Paul MacDonald | President & Founder

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