Many people and organizations with substantial assets have delegated parts of their portfolios to various experts but have not assigned anyone to oversee their entire financial plan. PRG believes that financial planning is a process and not a product. Our clients recognize the importance of having a single cohesive strategy designed to meet your long-term financial objectives.

Who We Serve Our Planning Services | Preferred Resource Group

Pre-retirees and Retirees

You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.

Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.

Individuals and Families

While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.

Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively and work towards your goals.

Who We Serve Our Planning Services | Preferred Resource Group
Who We Serve Our Planning Services | Preferred Resource Group

Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task. 

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.

Ready to get started?

Contact us to start building a financial plan that fits your current life stage.