Contact us at 913.451.7526
Contact us at 913.451.7526

Services

Diverse products and services integrated for you.

11 At Personal Financial Group, we offer our clients access to a wide range of products, strategies and services, to support their financial and personal planning needs.

  • assets

     Investments

    • Bonds
    • Common stock
    • Mutual funds
    • Government securities
    • Variable annuities
    • Hedging strategies
    • ETFs
  • Retirement

     Retirement Plans

    • 401(k)
    • 403(b)
    • Money purchase plans
    • Profit-sharing plans
    • Traditional IRAs
    • SEP IRAs
    • Roth IRAs
    • SIMPLE IRAs
  • Financial Planning

     Financial Planning

    • Retirement income and
    • Distribution planning
    • Tax planning
    • Business planning
    • College planning
    • Estate planning
  • Protection

     Protection Planning

    • Disability income insurance
    • Life insurance
    • Long-term care insurance
    • Tax planning
    • Relocation tax issues

Premier Financial Services

Premier Level Services are offered by Personal Financial Group

  • Investment “Watch Dog” Service

    • Reviewing your investments and designing a personalized portfolio appropriate to your needs
    • Year-long, continual monitoring of your investments
    • Quarterly meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
    • Quarterly Statements
    • Independent Advice
    • Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply)
    • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
    • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets

     

    Tax Management Planning

    • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
    • Quarterly review of your tax situation and planning to incorporate any new tax law changes
    • Free consultation with your tax preparer
    • Recommendations of tax solutions including tax advantaged investments
    • Staying up-to-date on and presenting new tax laws that can effect your situation
  • Retirement Income & Distribution Planning

    • Analysis of your income needs now and in the future
    • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
    • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
    • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer after you pass away!

     

    Family Wealth Planning

    • Analysis of your current estate plan and concerns
    • Free consultation with your attorney
    • Assistance in transferring assets to your Living Trust or other trusts
    • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

     

    Client Services & Communications

    • Quarterly Newsletter to keep you apprised of the most current planning options
    • Quarterly Reviews
    • Special reports on how to manage your taxes and other important topics
    • Special Premier Financial Service Events, including client appreciation events (where you may bring up to 2 guests)

* The consultants at the Personal Financial Group can not provide tax or legal advice.

Securities offered through LPL Financial, member FINRA / SIPC.
Investment advice offered through Personal Financial Group, Inc., a Registered Investment Advisor and separate entity from LPL Financial.
The LPL Financial Registered Representatives associated wtih this site may only discuss and/or transact securities business with residents of the following states:
AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NJ, NV, NY, OH, OK, SD, TN, TX, WA.
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