You deserve financial
confidence.
Let us help guide your journey to retirement.
Paul MacDonald is focused on helping clients create financial strategies to preserve their retirement assets and help ensure their money lasts a lifetime. He has been in the investment industry for over 30 years. A retired U.S. Naval officer, Paul holds the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Enrolled Agent (EA).
Carissa got her start in the financial services industry after completing an extensive financial advisor career development program. Before joining PGI, she worked as a financial advisor for Edward Jones for several years. She is passionate about helping clients to preserve their assets and helping to provide their desired lifetime income.
"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
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.
Retire confidently with the right coach and the right plan.
Just like running a marathon, retirement requires preparation, endurance, and a clear plan. The Retirement Marathon is your guide to building a retirement strategy that perseveres through market swings, unexpected roadblocks, and the many miles ahead. This book explores:
- Social Security
- Taxes
- Annuities
- Healthcare
- Legacy Planning
Whether you’re approaching retirement or just starting to map out your financial future, this book will help you create reliable income, protect your savings, and plan for the life and legacy you want.
