Our clients' ages range from 30 to 90; their investment portfolios typically run from $1 – 5 million. They include educators, engineers, corporate executives, physicians,
self-employed businesspeople, attorneys, and inheritors. We work with traditional and non-traditional families as well as single people.
Most clients want to be actively involved in making decisions regarding their personal finances, but they haven't the time, energy, or inclination to become experts in
investments, insurance, estate planning, and tax issues. They share a common interest in handling their financial affairs in an integrated fashion. This is why they seek
assistance from a comprehensive financial planner.
PFPG clients tend to fall into three categories:
Professional Singles and Couples - Planning for the Future
Even for high-income earners, preparing for a sustainable retirement isn't a straightforward path. Choices made along the way during the asset accumulation years can
profoundly affect whether your retirement reality will meet expectations.
Those Experiencing Life Transitions — Marriage, Divorce, Widow(er)hood, Inheritance
Every major life transition comes with its own unique set of circumstances, decisions, and challenges. These are times — especially when changes
are unexpected — when an objective, informed and caring advisor can help you through each necessary step so you don't have to become an expert to make good decisions.
Adjusting to new financial circumstances
Blending two income streams
Combining styles of handling finances, or developing one's own style
Coping with loss
Making decisions about unfamiliar or complex matters