Home — PARTNERS FINANCIAL GROUP

Time 2020-11-21 18:04:34

Web Name: Home — PARTNERS FINANCIAL GROUP

WebSite: http://www.excelor8.com

ID:123075

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HELPING YOU ACCELERATE ON THE PATH TO REACH YOUR FINANCIAL GOALSWelcome to PFG, an independent financial advisory firm located in Lakeland, Florida.The Lakeland branch office of PFG was founded in 2005 and is lead by Keith DeLoach. PFG can assist you with all aspects of your financial life, including: Investment Services, Risk Management, Retirement Planning, and Estate Planning.aboutAt PFG,LLC we are a financial services firm that works directly with our clients to manage their long-term financial planning needs. We develop a plan and then implement that plan on behalf of our clients. We conduct periodic reviews to ensure that goals and objectives are being met and if the plan needs to be adjusted, we implement those changes.our servicesAt PFG, we specialize in all aspects of individual financial planning.Individual Financial PlanningIndividual Retirement PlansRetirement Distribution PlanningInvestment and Risk ManagementEstate PlanningIRA Distribution Plans401(K) PlansPension PlansMilitaryAs a former Military member myself, I understand that you are faced with many decisions as you transition from government service to the corporate work force. I specialize in working with former military members to provide assistance as they navigate this time and put strategies in place to manage the change.BusinessFor business owners and executives, we utilize companies and facilitate buy/sell funding, and non-qualified retirement plans to address restrictions on qualified plans.We also help implement life insurance and other risk management strategies.For employers and employees, we provide tax-qualified retirement plans with tax-deductible plan contributions and earnings that accumulate tax deferred.162 Executive BonusProfit-Sharing PlansSupplemental Executive Retirement PlansDeferral ArrangementsBonus PlansBusiness Continuation PlanningEmployee and Executive BenefitsHigh-Net Worth StrategiesFor high-net-worth individuals and families, we hand tailor comprehensive asset management strategies and estate plans designed to help maximize the accumulation of additional assets.our processSteps of Acceleration REFERRAL FIRST MEETING Learn About You ANALYSIS / STRATEGIC PLAN SECOND MEETING Present Plan Get Feedback CUSTOMIZE PLAN THIRD MEETING Present Customized Plan IMPLEMENT PLAN ACTIVE PLAN MANAGEMENTREFERRAL: Introduction through a referralFIRST MEETING: During this meeting we will learn about you, including your current investments, goals and objectives. We will also discuss strategies you would like to learn more about. As a new client, we will work together with you to complete the Client Information Form Risk Assessment Profile, which will enable us to assess fit, risk, tax and transition components of your overall financial plan.ANALYSIS / STRATEGIC PLAN: This step is where your entire plan is analyzed and an initial strategy is developed to help accomplish your goals and objectives.SECOND MEETING:This meeting is to present the initial plan and give you the opportunity to provide feedback so we can begin to personalize the strategy.CUSTOMIZE PLAN: Based on your feedback, we customize the plan and integrate the strategies to helpaccomplish your goals and objectives.THIRD MEETING: Your personalized plan will be presented at this time.IMPLEMENT PLAN: This step will include the funding of all necessary strategies.ACTIVE PLAN MANAGEMENT: Your personalized plan will be monitored and managed on an ongoing basis.Download the PDF of our steps here.the pfg networkAs part of the Partners Financial Group (PFG) family, based in State College, Pennsylvania, we are associated with a committed network of financial advisors from around the country with a strong focus on service and long-term relationships. For more than 50 years PFG has assisted financial advisors in designing and implementing comprehensive wealth and investment strategies to help their clients accumulate, protect, and transfer wealth. PFG operates as a true producer group, which provides a collaborative environment for financial advisors to grow their businesses and increase their knowledge through mentoring partnerships and peer groups. PFG remains a leader within the financial services industry. With PFG, we continue to innovate and lead even in challenging markets.client centerThis site allows access to your Fidelity Advisory Account. At this site you may view transactions and monthly Fidelity Account Statements. You may wish to go totally paperless by registering for online access to: prospectuses, tax documents, trade confirmations, and Proxy/shareholder communications. If you do not currently have access, please contact the office for assistance.Sign into Fidelity Advisory Client Logincontact usKeith Deloach PFGAddress122 E. Main Street Suite 208 Lakeland, FL 33801 Emailrkdeloach@pfgfa.comPhone863-688-5800 Fax863-688-5888Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.

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Welcome to PFG, an independent financial advisory firm located in Lakeland, Florida.

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