Financial Advisors
Charleston, SC
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.
Ideal for: Pre-retirees and retirees, high-net-worth individuals seeking wealth preservation, those planning for long-term income needs
Service area: Charleston, South Carolina and surrounding areas
30+ Years of Industry Experience: Founder Paul MacDonald brings three decades of investment industry expertise as a retired U.S. Naval officer with ChFC®, CLU®, and Enrolled Agent designations.
Preservation-Focused Approach: The firm emphasizes asset preservation and income optimization strategies designed to help clients maintain their desired lifestyle and protect against unexpected health crises.
Comprehensive Retirement Planning: PGI addresses multiple retirement concerns including Social Security optimization, tax strategies, annuities, healthcare planning, and legacy building through custom strategy plans.
Address: 2467 Savannah Hwy Suite 520, Charleston, SC 29414
Phone: (843) 284-0370
Website: pgifinancial.net
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