It may help your business be better prepared in the event of the death of a principal or key employee. Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
Services
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Reviews (1)
Dr. Steve Steve
Jan 29, 2015
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My wife and I were referred to PFG via friends. We were specifically pointed towards Michael Labos to be our financial investment advisor. Michael Labos turned out to be the best financial planner we have encountered.
Mr. Labos is extremely knowledgeable and has helped us set up some great investments for retirement. I set up a SEP IRA and plan to have more investments developed. He has flexible hours and he is willing to work with your schedule to guide you through financial decisions. He was even willing to come by our house to discuss our financial options; his office is an easy commute from
Mr. Labos is extremely knowledgeable and has helped us set up some great investments for retirement. I set up a SEP IRA and plan to have more investments developed. He has flexible hours and he is willing to work with your schedule to guide you through financial decisions. He was even willing to come by our house to discuss our financial options; his office is an easy commute from
