Portage | Finance

Our Team

Learn about the PFG team! We have advisors and agents who all have specialties in their line of work.

The Preferred Team

Our History

Over 100 years of experience have prepared us to guide you through your life transitions.

Our Mission

Our Services

A question we get often is: "How are you paid?" A lot of times this depends on the type of account, account size, time horizon, risk tolerance, and services provided. Click the button below to learn more!

Services

Who is PFG?

Here at Preferred Financial Group, we are independent advisors. We don't have to hit sales quotas or sell certain products demanded by our broker dealer. We are able to use multiple fund companies, annuities, or advisory services to help serve our clients. As a team we want to hear about your story, your goals, tolerance for risk and create a plan that best suites YOU. With over 100 years of combined experience between our advisors you can have confidence that we are using every tool in our arsenal to best serve you and our clients.

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Do you follow Dave Ramsey, or have gone through one of his classes?

Here at PFG we believe Financial Planning isn't just about saving for retirement and college. It's about making good, financial decisions, every day that put you and your family on a better path. We want all of our clients to pay down debt, have an emergency fund, be properly covered by insurance, and then invest for the future.

Click the button below to see our SmartVestor Pro!

PFG SmartVestor Pro

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Philosophy

Team

Services

Resources

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

What Matters Most

Estate plans for you and your loved ones.

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Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Financial advice for every situation.

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