PFG Retirement, Pension & Investment Services

Overview

PFG Retirement, Pension & Investment Services is a financial advisory firm based in Durham, North Carolina, offering customized investment strategies and retirement planning services to individuals and businesses. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. They emphasize building strong commitments to clients and fostering lifelong relationships. The firm specializes in various areas, including income planning, Social Security optimization, and generational vault services, designed to meet both short- and long-term financial needs. They offer full transparency through separately managed accounts and utilize both financial and insurance solutions to help clients achieve financial independence. PFG Retirement, Pension & Investment Services empowers clients to navigate today's complex financial world by customizing plan strategies to fit individual, family, and business needs. With over 20 years of experience in different facets of financial services, founder Arkell Barnes has developed a meticulous approach to designing unique financial strategies tailored to each client's personal needs. He genuinely enjoys getting to know clients on a personal level and considers them like family. The firm strives to exceed clients' financial needs and provide the best experience possible, offering workshops and seminars on key components of lasting financial success, such as tax minimization, avoiding unnecessary wealth transfers, Social Security optimization, and wealth and income planning.

Investment Focus

• Open to accredited investors
• Preference for long-term investment horizons
• Interest in diversified portfolios across multiple asset classes

Portfolio Companies