Wealth Management and Protection

Welcome to

Finding the right wealth protection strategy can be challenging. At Purdin Capital Group, we help make it easy. Build and protect your legacy with PCG.

PCG is a strategic and solutions driven wealth management firm. We provide businesses and individuals solutions to protect their capital while building a legacy.

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PCG Wealth Solutions

FOR INDIVIDUALS:

FOR BUSINESSES:

I CAN CONNECT YOU WITH:

BUSINESS SUCCESSION PLANNING
BUY/SELL FUNDING
BUSINESS VALUATION SUPPORT
KEY PERSON INSURANCE
EXECUTIVE BENEFIT/BONUS PLANS
EMPLOYEE BENEFITS OPTIONS
TAX ANALYSIS

HIGH NET WORTH PLANNING
PREMIUM FUNDING STRATEGIES
ESTATE PLANNING FUNDING STRATEGIES
WEALTH PLANNING STRATEGIES
LIFE INSURANCE PLANNING
LEGACY PLANNING STRATEGIES
TAX ANALYSIS

WILLS & TRUSTS ATTORNEY
ESTATE PLANNING ATTORNEY
CORPORATE ATTORNEY
CERTIFIED PUBLIC ACCOUNTANT
TAX PLANNING

***WE WORK CLOSELY WITH THESE PROFESSIONALS TO OFFER A COMPREHENSIVE STRATEGY THAT BEST MEETS YOUR NEEDS. TRULY TAILORED PROFESSIONALS WHO ARE THE BEST AT WHAT THEY DO.***

WHAT PCG OFFERS

Discovery

I am dedicated and committed to providing you with tailored recommendations based upon your unique goals and legacy plan. We'll get to know you and what's important to you first. If it makes sense and we're a fit for each other, we'll execute your legacy plan.

Fresh Dose of Honesty

I pride myself on being honest with you. We'll always have a discussion about the good and the bad. Ultimately, you'll be armed with all the tools necessary to make informed decisions that are best for you, your business, and your family. Everyone has different needs, so it's important we address each one with a clear lens.

Individuality

One size never fits all. When we meet, I will craft a plan to meet YOUR needs. You spent your time and energy building your business, now let me help you protect it.

CLIENT FEEDBACK

Miriam Hayes

We have bought and sold a handful of properties in the past with various different realtors, but none came close to the service we got at Presson's. Not only is the team full of experts who know what they're talking about, but they are also always willing to go that extra mile to ensure customer happiness and satisfaction. We were never left hanging and waiting for an answer – everyone got back to us promptly and we never felt like we weren't in the loop of what was going on. The whole process was smooth and we never felt rushed or pushed to make a decision. Instead, we could take the time to decide on everything, and ended up signing the papers within weeks.

James and Susan Smith

We had heard a lot of praise for Presson's team, since many of our social circle was already using their services to purchase their own homes. We had pretty high expectations, and were pleasantly surprised when they were not just met, but surpassed by a mile. The team was accommodating at all stages – from viewing the properties, to providing extra information on some of the interior materials, to explaining in detail all the clauses in the contracts. Even our children could join the house viewing process, something which we were eternally grateful. Now, we are happy homeowners in a nice neighborhood, and we couldn't be happier.

THE

PROCESS.

INITIAL MEETING

During the Initial Meeting, we will discuss your goals and what is on your must-have wish list when it comes to your legacy. It's an information gathering session. You get to know me, and I'll get to know you. Help me understand why your legacy is important to you.

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CASE DESIGN-STRATEGY OVERVIEW

After we meet, I will create a strategy for you that includes your must-haves. I have access to top level products that I stand behind 100%. We'll discuss the details of how they work and how they will help you reach your goals. This step is very important!

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"THE GREEN LIGHT"

We have a final meeting to discuss the carefully tailored strategy. Once all the options are on the table, it's up to you to take that step to secure your legacy. With your "green light", we implement your customized plan. We'll be with you every step of the way to ensure a smooth process.

Congratulations, you are now part of the Purdin Capital Group family! This is just the beginning of your journey, and we are proud to be an integral part of your legacy.

WHO IS PCG?

Christian Purdin

Managing Partner/Founder

My name is Christian Purdin, a proud father of two boys and husband to my wife, Rihana. Purdin Capital Group represents LEGACY. With two boys, it's important that I instill certain values and principles within them that will outlive me. This is how PCG was born!

After a health scare in 2020 that left me feeling ashamed and unfulfilled about my legacy and what I had in place for my family...I felt as if I was given a second chance. I had two benign tumors in my head that were treated and am blessed to say that I am now as healthy as I have ever been.

I have since founded PCG with a passion and energy to educate everyone I come across about the importance of legacy planning. It's personal to me, so if I can help educate people on their options... then they can make the best decisions for their family, business, and legacy.

CONTACT US

If you're interested in having a conversation and learning more about how we can help, drop us a message. We look forward to getting to know you.