About Us
It Starts With You.
Helping clients work to achieve their unique and specific financial goals is the unwavering focus at Personal Financial Group. That focus is continually driven, sharpened, and inspired by the remarkable ways in which our clients demonstrate how dedicated they are to accomplishing their personal financial goals.
Although every client’s individual journey to significant wealth is unique, each path is deeply marked in some way by their dedication and overwhelming commitment. We want to help champion your dedication and drive by means of providing sound financial advice and a partnership built on Midwestern values.
In 1998, Personal Financial Group (PFG) was founded on the principle that financial planning should be based on personalized service. For each of our clients, we strive to create financial stability and a plan for financial independence, addressing wealth management concerns such as retirement, risk management, college, estate, and tax planning.
Our firm is comprised of investment professionals with many years of combined experience, advanced degrees and prestigious professional designations that demonstrate an elevated level of knowledge across many areas of financial planning. With increasingly complex financial markets and longer life expectancy, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture; someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.
At PFG, we understand the important role a financial advisor can play in managing your total financial life. That’s why we provide our financial advisors with the tools they need to help you work toward your goals.
