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Financial Planning

Comprehensive & Individualized Financial Planning

Leaving your finances to chance is never a smart idea. A smart idea is having an individualized and comprehensive financial plan to enhance the quality of your life today and the lives of those you love tomorrow. The financial planners of PG&S offer exceptional service and a holistic approach to your finances. We believes individualized care is essential to a well-crafted financial plan.

PG&S provides comprehensive financial services that are tailored for your unique personality, needs and situations. We will work hand in hand with you to assess your goals, understand your priorities and develop a long-standing relationship built on trust. We will thoroughly research to provide you with the best options for your life right now and as your life evolves and changes, we will re-evaluate and adjust. We will discuss with you the 8 Wealth Management Issues®, which encompass the financial challenges that affect everyone at some point in their lives.

Our plans include an assessment of your investments, insurance coverage, tax return, estate plan, college savings, employee benefits, and generational transfers.

Financial Services PG&S Provides:

  • Retirement Plans
  • Estate Plans
  • Disability Income Insurance
  • Tax Plans
  • 403(b) Planning
  • Life Insurance
  • 401(k) Planning
  • College Plans
  • Long Term Care Insurance

The PG&S goal is to partner with you to provide continuous counsel and help you pursue the life you and your family deserve.

Contact us today so we can help your family on a secure financial path for tomorrow.

PG&S Accountants and Advisors
{We’ve Got This}

Quick Links

- IRS Forms
- New Jersey Taxation Forms
- Social Security Forms
- Where Is My Federal Refund
- Where Is My NJ Tax Refund
- Financial Documents Timeline
- Mortgage Calculator

Contact Us

9700 Pacific Ave, Suite 102,
Wildwood Crest, NJ
Phone: (609) 729-0215

21031 Catawba Ave, Suite 104
Cornelius, NC
Phone: (704) 765-5188

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Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with PGS Capital Management or PGS Accountants and Advisors..