PGI Agency is the Industry Leader in Flexible IRA Solutions
PGI is a national marketing and financial services company with a consortium of tax professionals and Tax Attorneys on staff. Our purpose is to educate individuals and other professionals about the many benefits contained in the tax code. In particular, we advise clients on how to fully utilize tax exempt entities such as IRAs, SEPs, and pension plans, so as to give them check book control over their retirement plans, including iras.
We assist you with the entire transfer and funding process of your IRA or 401K into business entities where you can legally invest in Real Estate, businesses, hard money loans and a plethora of additional investment opportunities. We take great pride in not selling you financial products of any kind…we are experts at establishing self-directed IRA and 401K accounts for our clients and make no effort to see you financial products.
It is this philosophy that sets us apart. We are able to provide the best services and advice from tax attorneys, CPAs, Certified Estate Advisors, Registered Investment Advisors, Realtor Brokers, and Property Managers who understand the opportunity afforded those who serve as the fiduciary of their own retirement accounts. This ensures personal attention for any questions or concerns you may have.
When you choose PGI Agency, we become a key resource for answering your IRA and 401K investment questions. Customer satisfaction is our number one asset.
No longer do you have to beg and plead with a faceless voice over a phone to make the investments you want or be told by your broker that you cannot invest in what you may want to invest in. Obviously, all IRS regulations must be adhered to, but how you have the ability to invest your IRA or 401K funds directly into assets such as real estate, tax liens, deeds of trust, and in certain circumstances a family members education.
