LIVE TODAY ACHIEVE TOMORROW

You are too busy to start planning for tomorrow.
Maybe it's time to put your mind at ease, and let PF Wealth Management Group help you start planning today.
ABOUT US
about

ABOUT US

We are a financial planning firm focused on helping busy women achieve extraordinary things.

Our clients are business leaders and owners looking to build their financial legacy. We accomplish this by working with you to plan finances, manage investments, mitigate taxes, protect family and reach your goals.

Discuss where you are today

Understand what’s important to you – Your Story

Discover where you want to be and by when

Identify your most important goals – Your Potential

Consider your current course and analyze some alternatives

Identify what’s working for you and if there might be some financial improvements

Finalize & Present Recommendations

Provide improvements as Action Items

Implement your plan

Put your plan into Action

Monitor and Update progress

Hold you accountable for staying on course

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Services

OUR SERVICES

Our services are designed to give you back your free time so you can spend it on making a difference in the lives of others.

Capture Dreams

We transform your vision into tangible goals

Create Financial Plans

We get your total financial house in order and keep it there

Hold You Accountable

We hold you accountable in achieving your success!

Services
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Business Solutions

Our expertise is in helping businesspeople determine if a particular group retirement plans will help them achieve their strategic goals.

Start with Strategy

What are the strategic goals?

Gain insight

What’s working, what’s not?

Your Employees

Work as your financial advisor supporting your employees

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Services

Special Needs Planning

People-First is recognizing that we are all people first and that we are not defined by our disabilities or our abilities.

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What to expect from us

Total Transparency
An ongoing duty of loyalty in putting your interests first
A strategy to help you get your total financial house in order and keep it there

First Step

Determine if we can help

Second Step

Guide You Through Discovery

Third Step

Create Your Plan

Fourth Step

Present Action Items

Fifth Step

Implement!

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