Leaving no stone
The PFG Planning Dashboard
The PFG Planning Dashboard was developed specifically for our clients to help provide a higher level of organization and simplicity to all of your financial planning needs. With years of financial planning expertise behind the design, our team developed the PFG Planning Dashboard to serve as the backbone for our checkpoint meetings. It provides a simple, easy-to-follow checklist of all of the important planning topics that we will regularly address and revisit during our review meetings. Whether it is planning for retirement or going through a major transition, such as selling your business or going through a divorce, we can be more confident knowing that we’re prepared and no stone will be left unturned.
For those that are more visual when it comes to your organizational preferences, you’ll love the format of the PFG Planning Dashboard and the satisfaction of checking-off planning items from our list as we work through your customized financial plan.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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