PGI Financial Services of Summerville

PGI Financial Services of Charleston is a financial planner in Charleston, SC. The firm provides specialized services including financial planning, Medicare assistance, and estate planning. They serve individuals and families by focusing on wealth and asset management to help clients pursue their long-term goals.

The firm's mission is to provide financial confidence through strategies centered on preservation, growth, and income. Their professional approach includes reviewing the five pillars of planning to identify completed goals and necessary next steps. Specific offerings include asset preservation strategies, life insurance, income tax minimization, and long-term care strategies. For federal employees, the firm provides a specialized retirement blueprint to help navigate federal pensions, Social Security, and the Thrift Savings Plan. The team is led by Paul MacDonald, a retired U.S. Naval officer and Chartered Financial Consultant with nearly 30 years of experience in the investment industry, alongside Carissa Shivers.

PGI Financial Services of Charleston is recognized for providing thorough and well-documented information regarding their professional services and planning processes. The firm's dedication to helping clients navigate the complexities of retirement is reflected in their commitment to creating customized strategies for lifetime income and legacy building.

The team remains dedicated to helping the Charleston community achieve financial stability and prepare for the second act of life.

Services:

• Financial Planning
• Medicare
• Retirement Income Strategies