Wealth Management

Wealth Management

We have strategic alliances with international financial companies to complement the services we provide in financial planning. These alliances give you information and expertise to assist you in charting out a course of action for achieving your personal financial goals and objectives.

Investment Review

Through our alliances, we can provide a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships.

We can also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

Estate Planning

PHG offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle– or an even better one–than you do now, you need to start planning for retirement…NOW.

We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Looking for a little information right now? Please view the latest Tax and Financial News article in our Newsletter.