Paraplanning Team

The Paraplanning Team at Pine Grove Financial Group plays a critical role in supporting financial advisors by preparing and organizing client reports, analyzing financial data, and assisting in the creation of comprehensive retirement plans. They ensure each client's unique goals and challenges are addressed by conducting detailed research, running financial simulations, and facilitating the Retirement H.E.A.L.T.H. Stress-Test™. By embodying our core values of organization, transparency, and fiduciary responsibility, the Paraplanning Team ensures that proactive and clear communication is maintained, ultimately aiding clients through their financial transitions smoothly and efficiently.