Many people and organizations with substantial assets have delegated parts of their portfolios to various experts but have not assigned anyone to oversee their entire financial plan. PRG believes that financial planning is a process and not a product. Our clients recognize the importance of having a single cohesive strategy designed to meet your long-term financial objectives.
Pre-Retirees & Retirees
Shifting from wealth accumulation to strategic preservation and income distribution is one of the crux moves in your financial journey. It’s a complex process where missteps can be costly. And it’s at this exact moment that having a trusted financial guide can mean the difference between hoping your money lasts and having confidence in your financial plan for the years to come. For over 30 years, we’ve helped our clients navigate tax-efficient drawdowns, maximize Social Security benefits, and secure long-term financial peace of mind. You’ve put in a lot of years of hard work. It’s our job to make sure you get out of them the freedom you’ve earned.
Endurance Athletes
We work well with endurance athletes, because we are endurance athletes ourselves. Brian is an Olympic cross-country skier and an elite multi-sport athlete, and his wife Caitlin is also an Olympian and a World Championship bronze medalist. Craig, his wife Kim, and their two daughters Hanna and Leah have all competed in skiing and mountain biking at the elite level for decades. Athletes achieve peak performance through precision planning, discipline, grit, determination, laser focus, patience, and unwavering commitment. By using the same tools that they use in their sports, we get to help our athlete clients reach their peak financial performance.
Charitable & Philanthropic Givers
We believe that one of the greatest expressions of wealth is as a vehicle to bring positive change to issues you care about. To ensure your generosity realizes its maximum potential, you need a trusted guide. For decades, we’ve helped our clients’ philanthropic missions with sophisticated, tax-advantaged strategies that amplify the power of their gifts while aligning with their broader financial plan. Whether it’s qualified charitable distributions, donor-advised funds, charitable trusts, or maximizing annual deductions, we know how to use the tools that yield the most benefit for both your family and the causes you champion..
1099 Workers & Small Business Owners
As business owners ourselves, we have a firsthand understanding of the unique challenges and opportunities that come with self-employment and corporate leadership. We know that your personal and professional finances are deeply intertwined, requiring a distinct approach to cash flow, liability, and retirement planning. We offer you the exact same innovative, tax-efficient strategies and tools that we’ve used successfully in our own firm. A plan we’re confident will help you streamline your business operations, protect your hard work, and build sustainable wealth, just as it did ours.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.