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
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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