Similar to the detailed process and complex components of a sturdy bridge, PFG Legacy Advisors strives to provide comprehensive, holistic wealth planning, comprised of a myriad of services customized to fit your needs. Learn more about our suite of services available to build the bridge to your legacy.
Investment Management
Through a distinct blend of investment portfolio solutions, we strive to help our clients meet their unique goals regardless of their stage in life. We will craft a specialized portflio designed to bridge the gap between where you are today, and the legacy you hope to leave.
Including*:
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Asset Allocation
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Performance Reporting
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Tax Efficiency
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Rebalancing
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Stress Testing
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Annuity Review
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Concentrated Holdings
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Socially Responsible Investments
Risk Management
Life is full of adventures and uncertainties. PFG Legacy Advisors can help plan for life's "what ifs" to create a sense of ease for any direction in which life takes you. Feel confident you are protecting yourself and those you love for what lays ahead.
Including*:
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Risk Tolerance Review
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Life, Disability, and Other Insurances
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Long Term Care
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Incapacity Planning
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Survivor Planning
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Emergency Fund
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Mortgage Analysis
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Debt Management
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Employee Benefit Review
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Change of Employment
Financial Planning
PFG Legacy Advisors' financial planning services provide detailed analyses of your short- and long-term goals based on your current financial circumstances. We lay a groundwork for decisions in managing risk, improving income, crafting investment objectives and reducing debt.
Including*:
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In-Person Reviews
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Net Worth Review
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Cash Flow Analysis
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Education Planning / 529
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Retirement Planning
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Business Management
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Life Event Planning
Estate & Tax Guidance
Our guidance can help you plan for important decisions about what will happen to your legacy. We can assist in minimzing the impact of estate and inheritance assets, so your hard earned assets are bequeathed to your heirs. Additionally, we can incorporate charitable donations and other philanthropic giving.
Including*:
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Coordination with a CPA
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Wills and Power of Attorney
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Medical Directives
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Beneficiary Review
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Wealth Transfer / Trusts
* Disclosures
Please Note:
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Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.
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Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
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All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.