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

Wealthy Global Citizens

Pfleger Financial’s location in Miami, Florida grants us access to the large group of international families, businesses and advisors located throughout South Florida and the Americas. As international families grow their businesses, the need for business succession planning increases as well. With access to both on-shore and off-shore insurance products, Pfleger Financial is well equipped to assist our clients with the appropriate planning for business succession in the United States and abroad. Our international clients have used life insurance to:

  • Equalize inheritances for family members.
  • Use the US dollar death benefit to hedge against the currency risk to liquidate assets at their death.
  • Plan for a future potential immigration to the US.
  • Diversify their assets.
  • Provide a clean separation for business agreements.

Many of our clients have utilized Premium Financing to fund their Life Insurance transactions.

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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