Services

Your financial team gets to know your hopes and your dreams, but most of all, they get to know you. After all, if a financial plan is not exclusively created and executed for you, how can it effectively address your specific needs. Whether your plans are creating a trust for your family, buying or selling a business, developing a personal investment strategy, retiring early…or not retiring at all, we are there to discuss it and plan it with you, every step of the way.

Once you have acquired wealth, it is not enough to just protect it. In addition to protection you want the continued growth and flexibility wealth should provide. That’s where our strategies come in. We provide a customized and tactical approach, utilizing all available technologies and tools designed to maximize safety, return and most of all, opportunity. The complexities of the financial landscape should actually be simplified by wealth; we ensure to put our vast experience working towards that goal. We believe wealth is not an end, it is simply the beginning for you, your family and your legacy.

Not all things go according to plan. That is why we are keenly aware of the risk side of your financial well-being. From the beginning, we seek out whatever financial blind spots might exist in your financial life, then create a safety strategy to address them. Only when you have the proper balance of security and growth, can you be truly on your way to your financial goals.

Running a business is difficult enough, but what about not running one? What about when you’re no longer there to make those day-to-day decisions? That’s where PCG’s services come in. Helping business owners is at the core of what we do—assisting in the decisions and plans to make your business as successful as it can be. Maximizing value for you, the owner, is a crucial component, through managing comprehensive benefit programs and other forms of employee retention, plus other operational offerings that can add shareholder value. The bottom line: creating a plan with the owner to help their businesses work for them, long after they have worked in them.