Princeton Financial Group, LLC is a diversified financial services firm serving individuals, families, businesses, trusts and estates. Our professional team will report, grow, and protect your income, wealth and assets.
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
Financial planning is a process, not a product. It is the ongoing task of determining how an individual, family or entity will manage financial resources to achieve goals and objectives, while at the same time negotiate the financial challenges that inevitably arise.
PFG can help you protect your family, your income, yourself, and your business by using insurance as an important tool for your most valuable assets
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.