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.
Pooled Employer Plans
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.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
PFG – Financial Planning & Management (PFG) is a registered investment adviser located in Plainsboro, NJ. PFG’s’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PFG’s web site on the Internet should not be construed by any consumer and/or prospective client as PFG solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PFG, please contact the state securities regulators for those states in which PFG maintains a registration filing. A copy of PFG’s current written disclosure statement discussing PFG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from PFG upon written request. PFG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PFG’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal.
Insurance products and services are offered and sold through Princeton Financial Group Risk Management and individually licensed and appointed insurance agents.