Your Dreams Matter
At PGI Financial Services, our mission is to provide Financial Confidence for our clients. Our goal is to provide our clients with strategies to provide lifetime income, to leave the desired legacy, and to help ensure that some unforeseen health care crisis doesn't impact their plan.
The PGI Process
During your initial consultation, we will review the five pillars of planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. We will determine what areas you have completed, what areas need to be addressed, and what next steps need to be taken.
For Federal Employees, three components make up a federal employee's income: federal pension, Social Security and a Thrift Savings Plan. Our Federal Employee Retirement Blueprint can help you explore all of your options.
We offer services in these three areas:
Growth
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preservation
Protect the assets you have worked so hard for, so you can live the retirement you have always dreamed of.
How?
Asset Preservation Strategies
Life Insurance
Income Tax Minimization Strategies
Long-Term Care Strategies
Income
Provide lifetime income for you (and your spouse if married). Implement strategies to ensure you never run out of money.
How?
Products with guaranteed lifetime income benefits
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
Qualified Charitable Distributions (QCDs)
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Insurance products are offered through the insurance business PGI Financial Services. PGI Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by PGI Financial Services are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.
Ready to take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
