RESOURCES
Wealth Management Solutions
The professional advisors at PFG take a holistic approach to managing your life and your wealth. By viewing your goals in tandem with your dreams, desires and within the context of your means, we work with you every day to grow our understanding of your needs and to help ensure your financial wellness.
We look forward to developing a customized plan based on your current situation and future goals.
- Comprehensive Investment Management
- Disciplined Approach to Asset Allocation
- Access to over 10,000 no-load funds
- Access to over 35 private money managers
- Retirement Income Analysis
- Estate Planning Strategies
- Lifetime Gifting Programs
- Risk Management & Insurance Planning
Retirement Plan Services
PFG Financial Advisors has strategic alliances with leading independent third-party retirement plan administrators. PFG has been dedicated to providing superior customized retirement planning solutions for plan sponsors and their participants for more than 30 years.
The pension specialists with PFG focus first on plan design. Does your company have the most advantageous plan design to meet the goals of the owners? We offer a wide variety of plan designs, including:
- Profit Sharing
- Age Weighted
- New Comparability
- Super Integrated
- 401(k)
- Defined Benefit
- Cash Balance Defined Benefit
Does your third party administrator...
- Focus on plan design, not just investment choices?
- Conduct ongoing due diligence on a large universe of investment choices?
- Employ a past President of the American Society of Pension Actuaries (ASPA) as its Chief Actuary?
Trust Services
The professional advisors of PFG Financial Advisors have strategic alliances with leading trust service providers. Whether to select an individual or a corporate trustee is one of the most important decisions to be made when setting up a trust and involves a careful consideration of a variety of factors.
Trustee positions are demanding jobs filled with potentially overwhelming, complex duties and exposure to personal liability. A corporate trustee handles matters on a regular basis, and is well equipped to handle the day-to-day affairs of a trust.
The following are some of the trust services we can offer:
- Assignment of a full-time trust officer to each account
- Custody of securities
- Bill paying
- Preparing and filing annual trust tax returns
- Payment to beneficiaries where required by trust agreement
The types of trusts our trust companies will accept include: Revocable Trusts and Irrevocable Trust (i.e.: Credit Shelter/Martial, QTIP, Life Insurance Trust, and Charitable Trust).
Neither Walnut Street Securities nor its representatives provide specific tax or legal advice.
Please consult your legal or tax advisor for more information on these subjects.
Disclosure
PFG Financial Advisors (PFG) is an SEC registered investment advisor based in State College, Pennsylvania. PFG was formed to support the fee for service financial planning and asset management programs offered by a network of individual consultants. Consultants currently associated with PFG are located in seven different states.
© PFG Financial Advisors, All Rights Reserved.
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