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Personal Financial Group

Personalized Service. Sophisticated Advice.

Helping people pursue financial independence
is what we do.

Get Started with Us Today
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Read Don’s Book

Secure Your Finance, Secure Your Future

When It Comes To Retirement, There Are Many Factors To Consider―But There Is One That Stands Above The Rest: Financial Independence

In Personal Independence Planning: Financial Tips to Pursue a Secure Retirement, Don Clark, CFP®, MBA, walks you through the critical steps in planning a fulfilling retirement, starting with building a trusting relationship with your financial advisor. The process might seem quite complicated initially, but by sharing his expertise and experience, Don will help you:

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About Us

Helping people work towards achieving financial independence is what we do.

Personal Financial Group is a comprehensive wealth management advisory services for individuals, families, and businesses interested in taking control of their financial future.

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5K+
Served
Cash Flow Planning
Income & Tax Planning
Investment Planning
Retirement Planning
Estate Planning
Insurance Planning
Our Services

Find comfort in your
financial future.

PFG listens to you and your goals, vision and life plans and brings all the pieces together in a comprehensive plan tailored to you.

Learn More About our Services
Our Process

Simplify your path to pursuing financial independence through our personalized, strategic guidance.

Discovery Phase
01
Intro Call

A quick phone call and conversation to learn more about you and your unique situation…

02
Data Gathering

An in-person, zoom, or phone call to go over what is most important to you -your values and goals…

03
Strategy Presentation

During this meeting, we will first start out by going over what we already discovered…

Journey Phase
04
Client Onboarding

Congratulations! Our team is honored to work with you, and we are eager to get started…

05
Ongoing Meetings

During the first year of onboarding, our team will check in with you at a high frequency to make sure everything…

Discovery Phase
01
Intro Call

A quick phone call and conversation to learn more about you and your unique situation…

02
Data Gathering

An in-person, zoom, or phone call to go over what is most important to you -your values and goals…

03
Strategy Presentation

During this meeting, we will first start out by going over what we already discovered…

Journey Phase
04
Client Onboarding

Congratulations! Our team is honored to work with you, and we are eager to get started…

05
Ongoing Meetings

During the first year of onboarding, our team will check in with you at a high frequency to make sure everything…

Learn More About Our Process
Our Team

Meet Our Dedicated Financial Team

Case Studies

See how we’ve helped individuals
pursue their financial goals.

Freight Company HR Employee
Linda
Software developer
Sarah
Social Media Entertainer/Actor/Business Owner
James
Business Manager
Alex
Let’s Create Your Story
Industry Leading Technology

Innovative technologies delivering practical solutions.

Reach Out if You’re Interested
Check out Our Free Guides

13 Potholes to avoid on the road to retirement

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RECENT BLOGS

Discover insights and updates in our recent blogs.

Do You Know What Type of Investor You Are?
Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of
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The Evolution of Americas Pastime: College Football
For more than 150 years, American college football has maintained its top-dog status in the U.S. sporting arena. On November 6, 1869—a mere four years after the
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6 Tennis Tips To Help Make Your Retirement a Grand Slam
Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in
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529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future
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The Most Common Estate Planning Mistakes and How To Mitigate Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. It’s the
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Health Insurance Made Simple
Let’s face it–in today’s world, health insurance is a necessity. In fact, most U.S. citizens and legal residents must have qualifying health insurance or face
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An Introduction to Estate Planning for the Sandwich Generation
For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate
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Stars, Stripes, and Stocks: 3 Ways Investors May Pursue Financial Freedom
What does the term “financial freedom” mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for
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Ask Your Father These Questions on Father’s Dayjun
It’s an old question: Can money buy happiness? Up to a point, yes. But without deep personal relationships, more dollars don’t make you happy
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Get in Touch
A Partner On Your Life Journey.

You aim for a happy and fulfilling life, but financial concerns can sometimes hinder your progress.

Personal Financial Group was designed with the goal of solving unique problems that our generation faces.

Let us take the guesswork out of your finances so you can focus on living your best life.

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Personal Financial Group

  • 7007 College Blvd., Suite 270
    Overland Park, KS 66211

  • E-Mail: info@personalfinancialgroup.com
  • Phone: (913) 451-PLAN (7526)
  • Fax: (913) 661-9811