PFSG can provide a wide range of personal business services to fit your specific needs. Whether you are on the road or at home spending time with your family, PFSG can perform many day-to-day personal business functions to save you time and keep you and your finances organized.
- We can perform Family Office Functions for you, including bill paying, reconciling your accounts, ensuring that expected income is received and deposited, and assisting with mail.
- We will serve as your Trusted Advisor when you make financial decisions, such as whether to invest in a business venture, loan money or give gifts, or make a major purchase. We will perform the important calculations for you to determine whether you should buy or lease/rent depending on your plans.
- We will be there for you to act as a sounding board for your ideas and plans and provide you with candid, objective professional advice.
- We will assist you with evaluating real estate purchases, such as a second home or vacation property, evaluating home choices if you are transferred to another city, and assisting you in obtaining a favorable mortgage.
- We will assist you in evaluating vehicle purchases for you and your family.
Insurance and Risk Management:
Preventing losses from adverse events with the right insurance is a key component of a healthy Wealth Management strategy. PFSG can analyze your risks and find the right policies to manage risk and mitigate losses. We will work with you to identify your risks and insure against losses with a reliable insurance carrier. Having the right insurance can protect you and your family from adverse incidents. We can also assist you and your family with filing insurance claims.
PFSG can advise you on many types of insurance and risk management vehicles, including:
- Health Insurance
- Disability Insurance
- Life Insurance and Annuities
- Property Insurance
- Liability Insurance
- Business Insurance
To learn more about our personal business assistance services, please call 1-800-520-6998 or e-mail js@potomac-financial.com
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