No matter your financial goals, we have an excellent suite of services to help you accomplish them, executed by expert financial partners and support teams.
Financial Planning
Risk Management
Business Planning
Retirement Planning
Wealth Management
Estate Planning
Executive Benefits Planning
Corporate Retirement Plans
For TTU Employees
A financial plan should address your particular needs for accumulation, wealth management, protection, distribution, and transfer of wealth.
Our process begins with in-depth and honest discussions about your goals. These discussions allow us to gain insight and understanding of what’s important to you. Upon gathering and analyzing the critical data we need, we will provide recommendations to address your short and long-term objectives.
For business owners, we will integrate this type of planning to adequately address your diverse needs.
Finally, we prioritize working as a team alongside your other advisors so that there is coordination among financial, tax, and legal professionals. This allows us to deliver a more cohesive overall plan.
Our financial planning platform, PFG Advisors Wealth Solutions, is customized to you, depending on the complexity of your needs and the plans we implement.
Financial planning for closely held or family-owned business owners is a uniquely complex discipline.
Whether retirement is far away or on the horizon, it is essential to be clear about what it will take to live out your golden years.
We work with individuals, families, business owners, and professionals in various stages of their financial lives. We do not believe in a "one-size-fits-all" solution for managing investment portfolios. We will coordinate and devise a personal wealth management strategy tailored to your needs and objectives.
No matter the amount, the transfer of wealth is always a personal and occasionally complex situation. However, the PFG partners and support staff are experienced in estate planning solutions and business succession.
PFG Advisors has extensive knowledge of Bank-Owned Life Insurance and Supplemental Executive Retirement Benefits.
A leader in West Texas, PFG Advisors not only offers individuals a wide range of retirement planning services, but we also have specialized experience working with businesses. Consider us your one-stop 401(k) resource!
PFG Advisors is proud to serve Texas Tech University (TTU) and Texas Tech University Health Sciences Center (TTUHSC) employees with retirement plans offered through Lincoln Financial Group.
The two plans we offer are:
1. Texas Tech University Optional Retirement Program (ORP)
We also offer discounted disability income insurance to employees who qualify based on income levels.
Explore the breadth of our services
Texas Tech employees can also benefit from the comprehensive suite of services PFG Advisors offers. In addition to the above plans, we offer customized, holistic financial planning for healthcare professionals.
PFG Advisors offers a series of presentations on retirement planning, estate planning, insurance planning, and basic financial planning to TTU employees throughout the year. These lectures are purely for educational purposes and do not mention any specific companies or products.
For more information about an upcoming lecture or how PFG Advisors can help you take the next step to retirement, contact us today at ttu@advisorspfg.com.
Discovery
We will learn more about you and give you the opportunity to learn more about us. We will identify your goals, aspirations, and dreams.
Analysis
We will work to understand your current financial situation and find where gaps need to be filled to meet your goals and find you success.
Recommendation
Our recommendations will address the gaps in your current situation and lay the foundation for achieving your goals and dreams.
Delivery
At this point in the process, we will share our approach to navigating your financial situation.
Implementation*
Depending on the complexity, our recommended solutions may be implemented through any advisor or company you choose right away or in a series of follow-up discussions.
Monitoring & Review
Over time, your situation will change. Our job is to help you stay on track via ongoing monitoring and regularly scheduled reviews.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.