We offer services on a comprehensive or Ad hoc basis depending on your needs. We are committed to fully understanding your financial situation and your future goals
You can choose PFG - Financial Planning & Management to manage your investment portfolio on a discretionary basis .
If you prefer self directed investing or have limited choices in your accounts, you can choose Princeton Financial Group - Financial Planning to evaluate your portfolio.
By understanding your cash flows you can better utilize the funds available and put those dollars to work for you.
Raising money to finance your business is a daunting task. We offer advice on how to structure and fund your business and can help you compile and present the information to lenders and investors.
We are committed to fully understanding your business. We can help you choose the right retirement plan for you and your employees. We are there throughout the selection, setup, management and monitoring of your plan.
PFG - Financial Planning & Management formerly Sound Financial Solutions, Inc.
Part of the Princeton Financial Group, LLC
"Fee Only" Financial Planning Services for Individuals, Families, and Business
PFG - Financial Planning & Management was founded in 1996 as an independent registered investment advisor. In 2010, we combined with Thomas Colitsas & Associates P.A. (TCA) and formed the Princeton Financial Group, LLC. (PFG).
The firm takes a thorough approach to all aspects of your financial future, and will provide you with financial information and advice customized to your needs and the needs of your business. Whether you are navigating through special circumstances or creating a long term strategic plan, our firm is committed to helping you understand your choices and how those choices can affect your future. Our team of professionals can provide the expertise, perspective and discipline to keep you focused on your goals and the commitment to achieve those goals.
The globally recognized standard for measuring the competence and integrity of an investment professional.
The standard of competency, education, and experience among financial planning practitioners.
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.
The statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA.
A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Chartered Advisor for Senior Living (CASL) is a professional designation for individuals whose advice helps older clients achieve financial security. A CASL certification is often held by financial advisors who have demonstrated a commitment to helping clients who are middle aged and older to achieve and preserve financial security through wealth management, wealth preservation and wealth transfer planning. The CASL designation, while still recognized by the American College of Financial Services (the CASL issuing organization), is no longer offered to new students
The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
RICP® prepares you to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.
Linda founded PFG - Financial Planning & Management formerly called Sound Financial Solutions, Inc. in 1996 with a philosophy of providing each client with expert advice and the highest level or personalized service.
A lifelong New Jerseyan, Jim began his career with Ernst & Young, LLP in Manhattan. While at Ernst & Young, Jim was part of the Entrepreneurial Services Department where he worked primarily with companies looking to launch initial...
Senior Financial Advisor
Bryan brings over 20 years of financial services experience to the Princeton Financial Group. Upon graduation he joined Wall Street where he spent 15 years in institutional equity investing. There he worked closely with portfolio...
Jill has been an administrative assistant in the financial services industry for 5 years. Prior to that she was an elementary school teacher in third grade and special education classrooms. Although very different fields, Jill likes to...
Sharie Logan joined the PFG - Financial Planning & Management in June of 2014. Sharie is the Administrative Assistant for the Financial Planning division. Sharie has over 10 years of administrative experience. She...