PGI Financial Services

PGI Financial Services, led by founder Paul MacDonald with over 30 years in the investment industry, specializes in retirement planning and wealth preservation strategies. The firm helps clients create comprehensive financial plans focused on asset preservation, growth, and income optimization to ensure their money lasts through retirement. With team members holding professional designations including ChFC®, CLU®, and Enrolled Agent credentials, PGI works with clients to develop strategies addressing Social Security, taxes, annuities, healthcare costs, and legacy planning.