Who We are

Safeguarding Your Future and Helping to Ensure Your Financial Independence

Pfleger Financial is a Global Life Insurance firm. With the majority of our team each having over 20 years of experience dedicated to serving high-net-worth individuals and organizations, Pfleger Financial is your source for Wealth Transfer and Executive Benefit solutions. Our goal is to help maximize your income in retirement and ultimately transfer wealth to your children and future generations.

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What We Do

Custom Tailored Solutions for US and Global Citizens

Pfleger Financial offers a broad range of custom-tailored insurance products and solutions designed to help safeguard our clients’ long-term financial independance. In addition to providing a variety of innovative plans for US Citizens, we also offer a portfolio of unique insurance solutions for Global Citizens. Regardless of where you live or your financial situation, our experienced, knowledgeable, and trustworthy advisors will work with you and create a plan to help you achieve your long-term goals.

Explore our Services

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Private Client

At PFG Wealth Transfer Planning is a continuing process driven by our concern for the clients’ specific needs. This process…

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Executive Benefits

The goal of our executive benefits practice is to provide insurance plans that will help companies attract, retain…

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Global Citizens

Pfleger Financial’s location in Miami, Florida grants us access to the large group of international families, businesses…

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Our Difference

Equipped for appropriate planning in the US and abroad

Miami is an amazing place to live and work. Our unique geographic location gives us easy access to the large group of international families, businesses and advisors throughout South Florida, Mexico and the Americas. As international families grow their businesses, the need for business succession and estate planning increases as well. Our knowledge of both on-shore and off-shore insurance products, as well as Premium Financing solutions makes Pfleger Financial well equipped to provide the appropriate planning both in the United States and abroad.

Learn more about how we support GLOBAL CITIZENS

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Learn more about our individualized solutions. Contact us today.

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Pfleger Financial Group, Inc.

2600 S. Douglas Rd, Ste. 1010
Coral Gables, FL 33134

phone: (305) 441-1410

fax: (305) 441-1710

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Pfleger Financial Group, Inc. is independently owned and operated. Pfleger Financial Group, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #6504112.1


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