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  • What’s Your next Success…
  • We Listen…
  • Thinking Outside the Box
  • Securing Distant Horizons
  • Your Financial Ally for Life
  • Personalized Financial Services
  • Life…Managed Well
  • Life Uncomplicated

PRODUCTS & SERVICES

Diverse products and services integrated for you.

At Personal Financial Group, we offer our clients access to a wide range of products, strategies and services, to support their financial and personal planning needs.
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Investments

  • Bonds
  • Common stock
  • Mutual funds
  • Government securities
  • Variable annuities
  • Hedging strategies
  • ETFs

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Retirement Plans

  • 401(k)
  • 403(b)
  • Money purchase plans
  • Profit-sharing plans
  • Traditional IRAs
  • SEP IRAs
  • Roth IRAs
  • SIMPLE IRAs
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Financial Planning

  • Retirement income and
  • Distribution planning
  • Tax planning
  • Business planning
  • College planning
  • Estate planning
  •  

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Protection Planning

  • Disability income insurance
  • Life insurance
  • Long-term care insurance
  • Tax planning
  • Relocation tax issues
  • Federal and state tax preparation