Our Process
Time is Money...
Most people are busier than ever. Whether you work for a business or run one, maintaining a work life balance is important and time is precious. When you choose PSG Financial, we want to make every meeting a productive one.
Starting with a conversation over the phone, we will fill you in on expectations, our process, and what we need from you to carry out your goals.
We aim to build your trust in us. Be it on the phone or during your first face-to-face meeting, we know you'll feel secure in working with one of the most dynamic individuals in the industry.
Protection is priority. Our financial professionals will examine the Protection section to help ensure everything is functioning properly. For every house that is built, the most imperative component is the foundation. The Protection section serves as a foundation, preparing you to build the rest of your financial house.
Whether it is vehicle, medical or property insurance- each product and service you’ve invested in should be effectively protecting your assets, income, and life. Once the Protection section is organized and performing efficiently, our team will help you coordinate this section with your Savings.
The Protection Component
The Savings section is the next layer of your “house”. We work hard to help you increase your money supply and maximize your benefits using your existing resources.
We help you determine short, mid, or long-term goals and build a clear path for the best results. We take a close look at how taxes, financial institutions and market volatility could affect your money. After your Protection and Savings are coordinated, we move onto the third step.
The Savings Component
In the Growth section, the main objective is long-term wealth building.
The “house” that you’ve worked so hard on building your foundation? We want you to enjoy that house now and in the future. We find ways to help you take advantage of potential tax benefits and navigate how to manage risks.
The Growth Component
