Financial Services
Estate Planning
The estate tax has not been repealed, and without protective planning,
the potential to lose up to 50% of your estate still exists. It is not
uncommon to see a $10 million estate dissolve into a $5 million estate
because of estate tax liability.
Understanding and seizing the opportunities presented by changing legislation
is critical to the creation and execution of any effective estate plan.
By diligently identifying each client's needs, PFG—in concert with
legal specialists—designs and executes planning that minimizes
taxation and facilitates the successful transfer of one's hard-earned
estate.
FACT #1: VISION
We are passionate about guiding clients
as they articulate their own unique vision that serves their financial future.
With a client's clearly defined objectives in hand, we then develop a financial
strategy devoted to delivering those objectives.
FACT #2: SUCCESS
We measure success by the consistent
results we deliver to our clients. In other words, your success is our success.
Our decisions and actions are guided by a commitment to this principle.
FACT #3: CONFIDENCE
Financial confidence comes from defining
specific goals, creating a strategy likely to achieve those goals, and making
decisions based on unbiased information. Because we rigorously monitor and
report the facts of each investment—and of your portfolio collectively—you
are empowered to measure your objectives against actual results.
FACT #4: EXPERIENCE
We have a proven track record going
back to 1982. With our disciplined value investing philosophy, we have navigated
all kinds of economic conditions, both good and bad. Regardless of what has
happened in the world or in the marketplace, we have consistently delivered
above-average returns.
FACT #5: RELATIONSHIPS
We deeply value our ongoing relationships with clients. For 25 years, we have dedicated ourselves to nurturing these relationships. Along the way, we have learned about our clients’ personal and financial dreams and helped them transform those dreams into reality.
FACT #6: INFORMED
PFG has invested in and developed
an infrastructure that closely monitors investment results. We believe that
financial decisions should always be driven by the most current facts, and
we go out of our way to inform clients and investors.
FACT #7: DISCIPLINE
It takes more than capital, infrastructure,
data, and strategy to be successful—you need the discipline to apply
your strategy day after day without succumbing to the trends and whims of
the marketplace. Our disciplined value-investing strategy has consistently
delivered above-average results.
