At PFG Wealth Transfer Planning is a continuing process driven by our concern for the clients’ specific needs. This process provides initial and ongoing needs analysis, as well as plan design, implementation and administration. With today’s constant changes in tax laws and personal environments, one of our fundamental objectives is to remain aware and responsive, continually ensuring the stability and safety of our client’s plans.
Client objectives drive the design of innovative plans that will assist them to:
Minimize estate tax liability
Preserve family assets
Protect capital through diversification*
Shift estate growth to future generations
Create a charitable legacy
Maximize wealth through tax-deferred structures
*Diversification does not assure against market loss.