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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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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.