Types of Clients
Everyone has different goals and circumstances. And it’s important to have a unique strategy that works for you and your financial situation – both now and in the future. However, we have found some common traits among the clients we serve that allow us to understand their point of view and offer appropriate advice.
Our experience and strategies work best for:
- Baby Boomers – Planning for Retirement
- Retirees – Experiencing Retirement Life
- Millennials – Just Beginning a Career and Family
Whatever your situation, our financial planning process takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make.
Your Best Interests
PGFP has a fiduciary duty to our clients, meaning we have a fundamental obligation to act and provide financial and investment advice that is in your best interest. This means we will not engage in any activity that conflicts with the interest of any of our clients, and we will use reasonable care to avoid misleading our clients.
PGFP will also provide full and fair disclosure of all material facts to you and other prospective clients. We will ensure that any investment advice we provide is impartial at all times, and that all conflicts of interest that could lead to impartiality, whether intentional or not, will be disclosed. We will never use a clients’ assets for our own benefit or the benefit of other clients.