Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

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 income optimization strategies to help leave the legacies they deserve, and help ensure that some unforseen health crisis may not impact their finances.

The PGI Process

Our POM Retirement Plan is designed to help you feel confident about your retirement income. 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:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning

We can also refer you to professionals who provide the following services:



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.

Or give us a call at 843.284.0370.

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