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PFG - Financial Planning & Management Part Of The Princeton Financial Group, LLC

PFG - Financial Planning & Management Part of the Princeton Financial Group, LLC

609-275-9009
[email protected]

PFG - Financial Planning & Management, formerly known as Sound Financial Solutions, Inc., was founded in 1996 by Linda Farinola as a “Fee Only” Financial Planning and Wealth Management services firm. Our philosophy is to provide each client with expert advice and the highest level of personalized service. We are located in Princeton, NJ and service clients locally as well as nationally. We have two investment advisors, Linda Farinola and James Colitsas. As a Registered Investment Advisor based in the State of New Jersey, Linda, Jim and PFG - Financial Planning & Management are required to act in the client’s best interests in all aspects of the financial relationship. The company is also bound to adhere to the Financial Planning Association’s principals of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.

We provide Financial Planning and Investment Management services to individuals, families, small businesses and related entities, trusts and estates. We also offer portfolio analysis and concierge services. The areas of focus include: identification of financial problems, cash flow and budget management, education funding, retirement planning, estate planning, charitable goals, employee benefits, insurance needs, tax planning, investment and portfolio analyses and other issues specific to the client. We also provide investment management services as a stand alone service. As part of that service we establish investment guidelines that are consistent with the needs and goals of the client.

The firm’s compensation is solely from fees paid directly by clients. No commissions in any form are accepted. PFG - Financial Planning & Management is dedicated to building a strong and lasting relationship to benefit our clients. Our team of professionals can provide the expertise, perspective and discipline to keep you focused on your goals.

As a Registered Investment Advisor based in the State of New Jersey, Linda, Jim and PFG - Financial Planning & Management. are required to act in the client’s best interests in all aspects of the financial relationship. The company is also bound to adhere to the Financial Planning Association’s principals of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.

Chartered Financial Analyst© (CFA©) : the globally recognized standard for measuring the competence and integrity of an investment professional.

Certified Financial Planner™ (CFP® ) : the standard of competency, education, and experience among financial planning practitioners.

Enrolled Agent (EA) : licensed by the Federal Government to represent taxpayers before the IRS or Tax Courts at all levels of examination, appearance and collection, just as a CPA or attorney.