The cornerstone of our investment management process is to provide our clients with a sense of confidence even when economic and market environments seem uncertain. Planning for your insurance needs is a key component to a successful financial plan, ensuring your loved ones are protected now and in the future.
We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals. Whether your company is searching for the most effective means to retain key employees or to plan for the ultimate sale of the firm, we counsel you on the most appropriate solutions.
We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals. Whether your company is searching for the most effective means to retain key employees or to plan for the ultimate sale of the firm, we counsel you on the most appropriate solutions.
Services
Our Team
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Bob is the Chairman of the Board of PFG Private Wealth Management, LLC. He is also responsible for the management of the firm's estate and business planning practice. Jeff is the President/CEO of PFG Private Wealth Management, LLC. Jeff is also responsible for the development and implementation of the firm's investment strategy.
Investment Management
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The cornerstone of our investment management process is to provide our clients with a sense of confidence even when economic and market environments seem uncertain. Our risk managed investment approach attempts to provide consistent, attractive returns with less volatility and risk to capital than traditional approaches.
Financial Planning
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At PFG Private Wealth Management, we understand that a financial plan is not just a report filled with complicated charts and graphs. It's a comprehensive strategy designed around you, your goals and your dreams. Whether your objective is to retire comfortably, plan for educational expenses or to start a business, a financial plan will allow you to focus on your goals and understand what it will take to reach them.
Estate Planning
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An estate plan is the blueprint of your family's financial future. A well designed estate plan not only insures your family's financial security after your death, but also helps to accumulate and conserve assets during your lifetime. Estate planning addresses your legal and financial concerns, taking into account your personal goals and tax considerations.
Insurance
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Planning for your insurance needs is a key component to a successful financial plan. Our individually licensed agents work with you to develop a strategy to ensure your loved ones are protected now and in the future. Our agents offer insurance products from many highly rated companies and will design a plan tailored to your unique goals and circumstances.
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