To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and Advisory Services offered through Madison Avenue Securities, LLC. (“MAS”), Member FINRA & SIPC and a Registered Investment Advisor. MAS and PFS Wealth Management Group(“PFS”) are not affiliated companies. Vincent Virga is licensed for securities in AL, FL, MA, NJ, NY, PA, SC and advisory licensed in AL, FL, MA, NJ, PA and SC.