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About Us

As you begin to consider how best to manage your financial future, you should feel confident knowing that you’re working with someone committed to providing the highest standard of financial planning.

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PGFP, in Punta Gorda, Florida, provides objective and sound financial planning advice. We aim to offer clarity to your finances, and to develop a strategy for your financial well-being and peace of mind.

Secure Hub

We help you organize your finances by providing you with access to your own, private Secure Hub. This personal financial control center is a one-stop place to organize, protect and oversee all your finances.

Let us help you make great choices.