Private Client

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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.

Learn About Our Related Services

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Executive Benefits

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Global Citizens

Learn more about our trusted 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 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

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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