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
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using the PGI Financial Services plan, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Watch Our Story
PGI Financial Services
"Our mission is to provide Financial Confidence. We focus on 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
