The PFG Difference
How Do We Stand Out?
You deserve to be part of a collaborative team. At Power Forward Group, we believe in a 2:1 advisor-to-client relationship. This creates open conversations resulting in creative solutions regardless of your net worth. Our clients are our investments; as you grow, we grow. In a time where social media and the internet lead us to get lost in soundboxes, a team approach allows us to break free.
Solutions for Who You Are
Attorneys
Our one page Financial Brief is designed to start with the conclusion and build the case to get you to financial success.
eCommerce Business Owners
So focused on your business that you've forgotten abut yourself? Get your finances in order, fulfilled by PFG.
Wealth Builders
You have aspirations that you're ready to acquire & attain, but need the coaching to get you there. Our A to the Power of 3 process is for you.
Legacy Planners
You've worked hard to accumulate your wealth, but need to ensure it gets passed forward according to your wishes.
Virtual, Simple & Versatile
Three Things Your Financial Plan & Advisory Team Should Be
Virtual
All meetings are held via video conference from the comfort of wherever you are. Our web portal and mobile app give our clients access to all of their accounts at their fingertips.
Simple
Our 3 step approach simplifies the financial planning process. It first starts with organizing your financial life and from there implementing an automated strategy to create consistent habits to get you to achieve your goals. The planning meeting takes less than an hour!
Adaptive
Adaptive, not reactive planning is the cornerstone of the plans we create. Plans revolve around your goals and your life; not outside forces that we have no control over. Will your life change and thus your plan change? Absolutely. But the power over your financial life is in your hands.
Behind the Name
From the Founder of Power Forward Group
The name Power Forward Group came from my love of hockey and the camaraderie that is the fabric of team sports. While my dreams of playing for the Rangers did a 180 to law school, the lessons I learned on the ice transcended into this team. The power forward position is the ‘complete player.’ Power forwards carry their team with toughness and flexibility to withstand whatever is thrown at them. At PFG, we strive to be just that for you. The plans we create are adaptive, not reactive, flexible to life’s changes and centered around your goals (no pun intended). Meet the team.
– Ruvin Levavi
We Don't Go at It Alone
Neither Should You
If you're already a PFG client, be sure to visit our Client Center to have access to your accounts all in one place.
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