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“Our outstanding prestige with our clients today rests on the depth and quality of our work. It rests on our ability to focus on the interests of our clients and to solve their problems.” - Stuart Smith, 1947

What We Do

Individual Financial Planning

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.     

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Business Planning & Corporate Solutions

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.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

We create strategies that can adapt to your needs and goals.

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Our Team

Meet our team of experienced advisors and staff who embody the values of PFG Advisors. 

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Meet Our Advisors

Resource Center 

<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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<p>Three Key Questions to Answer Before Taking Social Security</p>

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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<p>Should I Buy or Lease an Auto?</p>

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.
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