Paul MacDonald
Helping Business Owners & Professionals grow and preserve their wealth and shorten their path to retirement without sacrificing lifestyle through my POM Process.
- Role
- CEO and Financial Advisor at Pgi Financial Services, Inc
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Paul MacDonald
Owner of PGI Financial ServicesAt PGI, our mission is to guide clients on their journey to a confident retirement.Who do I work with? Senior Level Federal Execs, VA Medical Center Doctors & Staff, NIWC, Federal Law Enforcement & ICE, US Dept. of State, USDA, active & retired Military. I know what you are thinking.Well Paul, how do I know I can trust you and what sets you apart from all the other advisors out there?How about this answer?I SPENT 20 YEARS SERVING OUR COUNTRY AS A U.S. NAVY OFFICER. I was a Commanding Officer three times and led some of the finest sailors in our military.I created the Federal Employee Retirement Blueprint to help ensure YOU have the retirement you dream about.AND……I am extremely disciplined. I have to be. As a marathon runner who has completed a marathon in all 50 states AND qualified for the Boston Marathon, I know what it takes to work hard to achieve a goal – the same way I will work for you.If you want help working towards financial confidence and a stress-free retirement, then you should consider work with my firm.SHOOT ME A MESSAGE and let\'s chat!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. AEWM does not offer insurance products. 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.
Experience
CEO and Financial Advisor
Jul 2019 — Present · Charleston, SC, US
2467 Savannah HWYCharleston, SC 29••••••••70
Education
Fairfield University
Liberal Arts and Sciences, General Studies and Humanities
1980 — 1982
Keene State College
BS, Business Management
1982 — 1985
Skills
- Strategic Planning
- Small Business
- Long Term Care Insurance
- Wealth
- Asset Management
- Portfolio Management
- 401k
- High Net Worth Individuals
- Public Relations
- Retirement Planning
- Management
- Team Building
- Process Improvement
- Budgets
- Life Insurance
- Finance
- Customer Service
- Iras
- Insurance
- Employee Benefits
- Retirement
- Strategic Financial Planning
- Leadership
- Series 7
- Disability Insurance
- Wealth Management
- Long-Term Care
- Term Life Insurance
- Investments
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Risk Management
- Buy-Sell Agreements
- Securities
- Fixed Annuities
- Public Speaking
- Estate Planning
- Series 63
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