Princeton Financial Group, LLC is a diversified financial services firm serving individuals, families, businesses, trusts and estates. Our professional team will report, grow, and protect your income, wealth and assets. Before we can build a plan to help you meet your financial goals, we'll need to know a bit more about you.
In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there. Financial planning is a process, not a product. It is the ongoing task of determining how an individual, family or entity will manage financial resources to achieve goals and objectives, while at the same time negotiate the financial challenges that inevitably arise.
In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there. Financial planning is a process, not a product. It is the ongoing task of determining how an individual, family or entity will manage financial resources to achieve goals and objectives, while at the same time negotiate the financial challenges that inevitably arise.
Services
PFG - Financial Planning & Management, formerly known as Sound Financial Solutions, Inc., was founded in 1996 by Linda Farinola as a "Fee Only" Financial Planning and Wealth Management services firm. Our philosophy is to provide each client with expert advice and the highest level of personalized service.
You can choose PFG - Financial Planning & Management to manage your investment portfolio on a discretionary basis. Continuously monitor your portfolio and market conditions to capitalize on opportunities and minimize risks. Among stock-market investors there's long been a debate between those who favor value and those who favor growth.
Raising money to finance your business is a daunting task. We offer advice on how to structure and fund your business and can help you compile and present the information to lenders and investors. By understanding your cash flows you can better utilize the funds available and put those dollars to work for you.
Protecting your income from loss of wages due to disability can be one of the most important aspects of your risk management portfolio. Long-term care insurance helps cover costs associated with long-term care that are not covered by regular health insurance. Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Reviews
Be the first to review Colitsas Thomas & Associates PA.
Write a Review
