Individual Financial Planning
Financial advice shouldn't be complicated. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, PFG's personalized service focuses on your needs, wants, and long-terms goals.
Business Planning & Corporate Solutions
PFG Advisors have decades of experience in assisting business owners with transition planning as well as specializing in design review, implementation and servicing of corporate retirement plans for small to mid-sized businesses.
John J. Coll, Jr., JD*, LLM
Partner
Alan R. Glassey, ChFC®
Partner
Tyler McCraw, CFP®
Partner
Stephen B. Morris, ChFC®, CRPC®
Partner
D. Scott Swinehart, CFP®, CRPC®
Registered Representative
Richard D. Scott, CLU®
Registered Representative
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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