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 Peace of Mind for our clients. We specialize in protection, growth and income strategies with the goal to provide our clients a guaranteed stream of lifetime-increasing income. We help clients leave the legacies they desire and ensure that an unforeseen healthcare crisis doesn’t devastate their finances.

The PGI Process

Our Peace of Mind Retirement Income 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:

Grow

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

How?

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

Preserve

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

How?

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

Give

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

How?

IRA Legacy Planning

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

Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning

 

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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