Broker Check


You can choose PFG - Financial Planning & Management to manage your investment portfolio on a discretionary basis.
As such we will:

  • Establish an invest policy and guidelines for your portfolio
  • Continuously monitor your portfolio and market conditions to capitalize on opportunities and minimize risks
  • Select investments and execute transactions
  • Monitor and report investment results
<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Four Really Good Reasons to Invest</p>

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
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<p>Value vs. Growth Investing</p>

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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