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®
Registered Representative
Stephen B. Morris, ChFC®, CRPC®
Partner
D. Scott Swinehart, CFP®, CRPC®
Registered Representative
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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