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
Estate Planning and Asset Transfer
Proper estate planning better supports the current and future financial possibilities for you and your family, allows you to transfer your wealth according to your wishes, and can help reduce unnecessary taxes and expenses.
Pfleger Financial is committed to working with you and your family to help determine your long-term personal financial goals and plan accordingly. In addition, we will help you structure your estate assets to help reduce tax liabilities and help increase value to future generations. Our professional team will work with any additional advisors you may have, such as an attorney or accountant, to develop and implement a plan of action. All of this planning will be coordinated with your insurance contracts in order to provide a sound, workable plan. Periodically, we will review your plan with you in order to assess our progress in accomplishing your long-term objectives.
Ultimately, our goal is to assure that you and your family have taken prudent steps to reduce your tax liabilities and to create the most effective means to help finance any future tax liabilities.
Learn About Our Related Services
Executive Benefits
Global Citizens
Learn more about our trusted solutions. Contact us today.
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
© Copyright
Pfleger Financial