Private Financial Group has been earning our clients trust by designing strategic wealth plans for clients who value expertise in an engaging environment, with an authentic voice, helping them feel assured while providing them clarity and a purposeful direction about their future.
Our experience acquired over decades in the business constantly reminds of the fluid and dynamic nature of the journey to financial independence.
It is with this philosophy in mind that we are able to focus on our proprietary process to craft individual plans for each of our clients as their lives unfold and their needs evolve.
To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. Your Life Print FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
“Build Wealth Like a Shark,” a new book by Scott Keffer, Kevin Harrington, and 29 of North America’s leading authorities including non-other than our very own Windsor-Essex wealth management savant Peter Dobrich!