The Freedom of Choice
Self-Directed Brokerage Account Management
Allows Advisors to Care More Holistically
TPFG's Strategy PLUS model portfolios were built just for self-directed brokerage account management.
For advisors wanting over 30 curated options to manage their client's In-plan retirement assets.
Let Our Team help you find where SDBA is available today!
Have a question? Just Ask Us!
IMPORTANT DISCLOSURES:
Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”), a Registered Investment Adviser. The information in this document is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. 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. TPFG and affiliated entities have no affiliation with the retirement plan sponsors. For a description of all the services provided by TPFG, please visit more of www.tpfg.com.
