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Wealth Creation and Accumulation Strategies for Retirement

The greatest retirement risk of the 21st century may be outliving one's retirement income. With life expectancies the highest they have ever been across both gender and race, an unprecedented number of individuals face this problem. Even at an estimated inflation rate of 3 percent, the costs of living will double every 24 years. A secure future requires extensive planning. Therefore, we provide you with the support you need to help guide your clients towards securing their income. Without adequate planning, the future can become a financial nightmare. In order to protect your clients from such a scenario, PFG provides a full range of retirement planning products and solutions.

For High Net Worth clients and their families,  

we help you tailor comprehensive asset management and wealth creation plans designed to reduce current income taxes and maximize the accumulation of additional assets.

  • Individual Retirement Plans
  • Retirement Distribution Planning
  • Annuities
  • Estate Planning
  • Fee for Service Financial Planning
  • Family Office Support

For business owner and executive clients

we help you provide your clients with nonqualified retirement plans to address the restrictions on qualified plans and restore benefits to acceptable levels.

  • Supplemental Executive Retirement Plans
  • Non-Qualified Deferral Arrangements
  • Corporate Owned Life Insurance
  • IRA Distribution Planning
  • 162 Executive Bonus Plans
  • ESOP Planning

For business owner clients and their employees

we help you design tax-qualified retirement plans with tax deductible plan contributions and earnings that accumulate tax-deferred.

Defined Contribution Plans

  • 401(k) Plans
  • Profit Sharing Plans
  • 457 Plans

Defined Benefit Plans

  • TPA Support
  • Access to Pension Actuaries
  • Pension Plans

Most importantly

as part of our commitment to service, we perform due diligence and ongoing reviews of every investment vehicle you offer your clients including:

  • Mutual Funds
  • Annuities
  • Life Insurance Retirement Accounts
  • Individual Securities
  • Asset-Based Advisory Accounts
  • College Savings Plans
  • Limited Partnerships
  • Alternative Investments
  • REITs