Personalized Consulting

If you would like assistance in assuring that your client meets their charitable and financial goals, please call on us. We can provide free gift illustrations personalized to your client’s circumstances and in-depth consultations with PG Calc, one of the nation’s foremost sources of gift planning expertise, at no cost to you or your client. Our staff can also keep your firm apprised of the latest charitable giving strategies through one-on-one and group presentations. Schedule yours today and begin sharpening your firm’s ability to discuss philanthropic solutions and save your clients money.