4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Leaving no stone
unturned.

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Please visit https://www.raymondjames.com/legal-disclosures for Additional Risk and Disclosure Information.

© 2023 Raymond James Financial Services, Inc., Member FINRA/SIPC. Privacy Policy