Services

What PCG offers:

We work with the best specialists in the field to ensure the best quality for our projects.

WHAT PCG DOES

FOR INDIVIDUALS:

FOR BUSINESSES:

I CAN CONNECT YOU WITH:

BUSINESS SUCCESSION PLANNING
BUY/SELL FUNDING
BUSINESS VALUATIONS
KEY PERSON INSURANCE
EXECUTIVE 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 TO MEET 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.

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.

1

2

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!

3

"MONEY MOVES"

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 execute "money moves". 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.

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.

Westburr custom lighting solutions help to bring your space alive. From mood lighting to high-scale industrial solutions, Westburr is known for their timeless design and quality.

Depending on the residence, Westburr offers various lighting solutions based around the needs of the customer, and offers highly tailored packages for all Presson clients.

Garcia has provided custom-made furniture to all of our Presson properties. Mixing modern styles with natural shapes and materials, Garcia products have a true air of elegance and timelessness.

Presson clients can expect longevity and top quality from all Garcia furniture, as they are hand-made by professionals on-site.

Morner specializes in stairwell solutions in both industrial and residential spaces. Together with Presson, they create bespoke stairs for both outdoors and inside our properties.

Being and environmentally-conscious business, all Morner stairs are made from high-quality recycled materials where possible, doing their part in lowering the CO2 emissions of all Presson residences.