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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 

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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