Managing Financial Success
Insurances, Investments, Benefits, Estate Preservation, Financial Planning
Today's investment climate offers unprecedented opportunities. At my financial planning pratice, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information, please contact us today.
Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site. Neither PFG Financial Advisors nor Cetera Advisors Network make any representation as to the completeness or accuracy of information provided at these sites. PFG Financial Advisors and Cetera Advisors Network assume no liability for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site. When you access one of these sites, you are leaving PFG Financial Advisors’s website and assume total responsibility and risk for your use of the sites to which you link.
Newsletters
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Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.