Integrity, Vision, and Results
The PFG Difference
We believe our current clients and prospective clients deserve commitment. You are not looking for a one-time financial advisory firm but a team of specialists you can grow with and trust. For over 30 years, we have been privileged to serve what we believe are the best clients in the world. Our clients have trusted our team to manage their assets and savings for years leading to impactful, long-lasting relationships.
Because we value people and commitment, excellence must be the fruit of our commitment to you. Excellence stems from our dedication to helping you increase your probability of retirement success year-over-year.
Excellence comes not just from financial planning and asset management but also through our meticulous client care. Our team values you and your diligent savings; therefore, we take time to understand your unique needs.
We understand that our investment plan must be tailored to your specific objectives and goals. We vow to focus on your investments while inspiring you to live out your dreams.
The Strengths of Our Team:
Our Specialism
Scott and Kellie combined have nearly 50 years of experience serving clients and helping them succeed. Our professionalism and attention to detail are among our greatest assets to steward your future growth.
Our Roles
We know that our staff must be connected and confident in each other’s skillset to serve you well. We have created a company culture responsible for stewarding your assets well and investing in your future.
Our Process
For 30 years, we have used a unique process that drives clients’ retirement success. As a result, we have multiple tools to help our clients succeed long-term.
Our Investment Approach
As a diligent planner of your life’s assets, you want to ensure that your life’s work is preserved for yourself and your partner, the next generation, and/or charitable intentions. We believe that there is a series of steps to accomplish what we reverently call: A Legacy of Love.
1. Beneficiary Review
We review beneficiary designations on IRAs, annuities, 401ks, life insurance, etc., ensuring that those loved ones who you believe are recieving these assets truly do upon your passing.
2. Legal Document Review
The five major legal documents are: wills, healthcare surrogates (HCS), power of attorney (POA), living wills (LW) and living trusts. These documents direct your intentions when you can’t make a decision for yourself. Which of these documents do you need?
3. Healthcare & Independence
Understand the potential impact of aging on your family, finances and future. What assets are earmarked to pay for your decisions? Without a formal plan, do you know what lies ahead? Are your assets positioned to maintain your quality of life and financial future?
4. Organizational Review
Where are the passwords, papework, files, and the safety deposit key? These are often unresolved issues that frustrate heirs that can be organized with proper planning.
5. Final Arrangement Wishes
In your mind, what’s the plan for the final celebration of your life? Where would it be? Buried or cremated? How is the funeral to be funded? What songs shall be sung, and by whom? What would you wear? What other final wishes would you have?
6. The “Permission Slip”
If your goal is to leave a financial legacy but you’re worried you might spend all you have before your passing, we offer a “permission slip”. We can help you give yourself permission to spend down all, or most, of your estate assets and still leave a nest egg to your loved ones. Would you be interested in ways this could be done?
Meet The Team of Professionals at PFG
Scott E Shoup CFP®
CERTIFIED FINANCIAL PLANNER™
Kellie A Gillespie
Client Relationship Manager/ Investment Advisor Representative/ Financial Paraplanner Qualified Professional™
Kellie serves as a Client Relationship Manager. In this role, she develops, manages, and grows client relationships. Kellie is also proficient in E-Money Financial Planning Software. She has been in the financial business for over 13 years and holds securities registrations Series 7, 66, Life, Accident, & Health and Long Term Care licenses. In addition, the College of Financial Planning has granted Kellie the designation Financial Paraplanner Qualified Professional™ (FPQP™) designation. In her free time, she likes to spend it with her husband, Kevin, and their two daughters.
Elizabeth Pompeo
Client Service Associate
Kim Casner, Esquire
Regional Director
Rob Hinson, CFA
Director, Investment Operations & Trading
David Rosenblatt
Director, Investment Strategies
Jacqueline Trezza
Chief Operating Officer
