Private Client
Private Client
Estate Planning and Asset Transfer
Business Succession and Continuation
Insurance Products
Private Placement
Premium Financing
Life Insurance for Foreign Nationals
Private Client
Safeguarding Your Future and Helping to Ensure Your Financial Independence
At PFG Asset 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, working to ensure the stability and soundness of our client’s plans.
Client objectives drive the design of innovative plans that will assist them to:
- Help reduce estate tax liability
- Preserve family assets
- Preserve capital through diversification*
- Shift estate growth to future generations
- Create a charitable legacy
- Help increase assets through tax-deferred structures
*Diversification does not assure against market loss.
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Executive Benefits
Global Citizens
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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
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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