PGI Financial Services, Inc.

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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

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times ...
10/13/2026

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today. We are here to ensure you have a strong end to the year.

Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 4470361 - 9/26

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things...
10/13/2026

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things to fall by the wayside. Amidst the rush, we want to remind you that we are always here whenever you need support.

Whether you have questions, need guidance, or just want to touch base, do not hesitate to reach out. We are always just a call away.

Retirement dreams look different for everyone. From traveling and exploring new places to spending more time with family...
09/30/2026

Retirement dreams look different for everyone. From traveling and exploring new places to spending more time with family, our clients are sharing their retirement goals. At PGI Financial, we’re dedicated to helping you stay focused on what’s ahead and keeping your retirement dreams in sight.

What’s on your dream retirement list?

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopol...
09/29/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/24/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/23/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

As the end of the year approaches, now is the time to make sure your required minimum distributions (RMDs) are on track....
09/22/2026

As the end of the year approaches, now is the time to make sure your required minimum distributions (RMDs) are on track. Missing an important deadline or delaying a withdrawal without a plan could lead to unnecessary taxes or IRS penalties. Swipe to learn more.

If you have questions about RMDs or would like guidance on your retirement income strategy, contact us today. We're here to help you make informed financial decisions with confidence.

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what...
09/17/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out. We are here to help.

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we ar...
09/11/2026

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we are capable of in our darkest moments.

On Patriot Day, we pause to honor the lives lost on September 11, 2001, and to pay tribute to the first responders, volunteers, and everyday individuals who showed extraordinary strength when it mattered most.

We remember. We honor. We will never forget.

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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