Maximize Your CORE Potential
Expert Management, Transparent Growth
No SDBA? No Problem!
TPFG provides expert CORE group retirement account overlay management enabling you to provide professional account management for your clients even if Self-Directed Brokerage Accounts are not available within the plan.
If you're already giving your clients advice on their retirement plan, you should be getting paid for your services.
Talk to us today to learn how your advisory practice has room to grow with our Advantage CORE investment management services!
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Model Performance
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The Pacific Financial Group, Inc. ("TPFG") nor any of its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Digital communications such as this are not impartial and are provided in connection with the advertising, awareness, and marketing of certain solutions. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.
Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”), a Registered Investment Adviser. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. No representation is made by anyone affiliated with the entities listed regarding the advisability of investing in any investment product displayed.
The information on this website should not be relied upon as investment advice or a recommendation by The Pacific Financial Group, Inc. regarding the use or suitability of the model portfolios offered within the CORE overlay solution. Only an investor and their financial advisor know enough about their circumstances to make an investment decision. This website is general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. Any examples used in this material are generic and for illustration purposes only.
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