Protecting Wealth

Comprehensive Wealth must be protected. Market, interest rate, and inflation risks must be considered as possible headwinds.

The effect of taxes and after-tax gains or losses are also considered when managing portfolios. PFG will review tax ramifications on all aspect of your portfolio.

Clearly, risk and volatility are inherent in financial planning. Our group will help you be ready for planned or unplanned life events through statistical probability analyses.

Our group may also use a combination of cash, insured or fixed income investments to provide balance for your wealth. Products & Services our group my employ to help you protect your nest egg may include the following:

  • Term Insurance
  • Variable & Whole Life
  • Variable Annuities
  • Index Annuities
  • Money Market
  • CD’s
  • Cash equivalents
  • Treasury Bills
  • Key Person Insurance
  • Long-Term Care Insurance

One or our favorite services to provide is offering to work with your tax and legal advisors. We believe it’s imperative to surround yourself with quality advisors. When your advisors work together, it helps ensure that key life events, and the volatility they bring do not alter your family’s future.