Solutions for Families

 

PPG works one-on-one with our clients to assess the individual needs of their financial futures.  Once a solid plan is developed, it is our on-going relationship and constant monitoring that gives us our trusted reputation.

 

Financial Planning

 

  • Organizing an integrated strategy to define and achieve financial goals
  • Planning for college expenses
  • Retirement planning
  • Qualified plan distribution analysis
  • Family security plans
  • Wealth accumulation

Investment Services*

 

  • Fee-based advisory services
  • Tax efficient portfolio management
  • Asset allocation
  • Traditional and Roth IRAs
  • UTMA/UGMA, Education IRAs and 529 College Plans
  • Tax sheltered annuities

 

 

Personal Insurance Analysis

 

  • Analysis of existing life and disability coverage
  • Determination of adequate disability coverage
  • Capital Needs Analysis to determine necessary amounts of life insurance
  • Medical, dental and personal lines 

Estate Planning

 

  • Estate tax calculation
  • Proper life insurance arrangements
  • Proper trust planning
  • Estate liquidity and funding
  • Ownership arrangements for major assets
  • Estate transfer and estate splitting
  • Charitable planning