PGI Financial Services, Inc.

PGI Financial Services, Inc. We are an independent financial firm helping guide clients on their journey to a confident retirement AEWM does not offer insurance products.

Disclaimer

Insurance products are offered through the insurance business PGI Financial Services. PGI Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. The insurance products offered by PGI Financial Services are not subject to investment Advisor requirements. AE Wealth Management,

LLC, Paul MacDonald and PGI Financial Services are not affiliated with or endorsed by the U.S. government. 1862665 - 6/23

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is...
06/09/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs m...
06/09/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

When deciding where to hold cash for short-term needs, many investors consider money market funds. These funds are desig...
05/28/2026

When deciding where to hold cash for short-term needs, many investors consider money market funds. These funds are designed to help manage short-term cash with an emphasis on stability and liquidity. Swipe through to learn more.

If you would like to review whether a money market fund aligns with your cash management strategy or short-term financial goals, call us to discuss your overall strategy.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about ...
05/19/2026

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about protecting your legacy and intentionally shaping your family’s wealth for the future. Effective planning requires foresight and coordination across every aspect of your financial life. Swipe to learn more.

Thoughtful wealth-transfer planning supports both financial continuity and the values that guide future generations. If you would like to explore how a tailored legacy planning strategy can support your long-term objectives, call us to begin a confidential discussion.

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors larg...
05/15/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

Our team wanted to share some perspective on liquidity for high-net-worth (HNW) portfolios, because while liquidity is o...
05/14/2026

Our team wanted to share some perspective on liquidity for high-net-worth (HNW) portfolios, because while liquidity is often thought of as simply “cash on hand,” it can also be a key driver of flexibility, control, and long-term financial success. Swipe for a brief overview of why liquidity matters and what a framework that includes liquidity consideration could look like.

Building liquidity can be less about how much cash you hold and more about how easily you can access capital without disrupting your long-term strategy. So, if you’ve been thinking about how this applies to your own situation, know that we are always happy to talk it through with you. Give the office a call today, and we can find a time to connect.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

When the U.S. Mint halted new penny production in late 2025, many business owners and consumers are evaluating what this...
05/05/2026

When the U.S. Mint halted new penny production in late 2025, many business owners and consumers are evaluating what this change means for day-to-day transactions. As the supply of pennies gradually declines, the shift toward rounding cash payments to the nearest nickel is expected to become standard practice. Swipe to learn more.

As payment practices continue to evolve, staying informed matters. If you have questions about how this shift may affect your budgeting, tax reporting, or business operations, contact us for guidance.

Address

2467 Savannah Highway, Suite 520
Charleston, SC
29414

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

Telephone

+18432840370

Website

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