Are you currently working with a financial planner who can evaluate your entire financial picture and identify all opportunities that might benefit your family? Are you being educated on how your family can preserve the legacy you have worked so hard to create? For example, are you aware of trusts and how they can be used to help protect your assets and pass along your legacy to future generations of your family? Have you discussed and evaluated gifting and insurance strategies to meet your financial objectives? PSG can assist you and/or someone you know with working to secure your financial future.
As an additional benefit for our clients we provide access to innovative financial planning software, the PSG Dashboard. The Dashboard aggregates all your financial information in one secure location with daily updates to the data. This allows you to view your finances and goals in real-time and make informed decisions.
If you or someone you know could benefit from our holistic financial planning services, please call us at 301-543-6000 to schedule a visit with one of our financial planners. If you are not currently using the PSG Dashboard and would like to, call us or visit our website to schedule an appointment at: www.psgplanning.com.