II.Our Clear Value Proposition

We are committed to providing a road map for our clients that encompasses sound ethical advice, thoughtful planning, and quality results. Together with our associates and subject-matter specialists, we provide objective guidance by following our Unique Process and schedule of deliverables. As our relationship grows and you allow us the privilege of becoming your trusted advisor and ally over time, we will increasingly give your wealth purpose, guiding you on the pathway toward a financially secure future. We also seek to earn the right to be referred to family, friends, and colleagues.

THE PFG ADVANTAGE

As part of the Partners Financial Group (PFG) family, based in State College, Pennsylvania, we are associated with a committed network of financial advisors from around the country with a strong focus on service and long-term relationships. For more than 50 years PFG has assisted financial advisors in designing and implementing comprehensive wealth and security strategies to help their clients accumulate, protect, and transfer wealth. PFG operates as a true producer group, which provides a collaborative environment for financial advisors to grow their businesses and increase their knowledge through mentoring partnerships and peer groups. PFG remains a leader within the financial services industry, registering as a Registered Investment Advisor in 1974. With PFG, we continue to innovate and lead even in challenging markets.

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