We believe that comprehensive financial planning must look at the whole picture and integrate objective advice on company sponsored benefits. This holistic approach to financial planning strives to add clarity for both current employees and retirees around the country.
Financial planning that could make life a little easier
Download Your P&G Financial Planning Checklist
Making decisions regarding your P&G benefits can help you feel more confident about your personal financial situation. ARGI helps our clients find financial clarity by integrating their P&G benefits into their overall financial plan. Whether you’re busy growing your career, beginning a new phase of life, or preparing for retirement, ARGI is your financial partner for every walk of life. Download our financial planning checklist to help you navigate each step in your journey.
Let’s achieve your goals together.
SCHEDULE A MEETING
Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:
- P&G Savings Plan
- P&G Profit Sharing Trust (PST)
- Net Unrealized Appreciation (NUA)
- LTIP and STAR Awards
- Life, Disability, and Health Insurance
- Retirement Affordability and Tax Planning Opportunities
There is no cost and no obligation for you to take the first step toward financial clarity.
SCHEDULE A GROUP INTEGRATED BENEFITS EDUCATION SESSION
ARGI offers group benefit sessions to help you and your colleagues understand, appreciate, and make the most of your P&G benefits, so that you can stay focused at work and build confidence in your financial well-being. Topics can be customized to fit the needs of specific employee demographics. Contact us to discuss scheduling a session for your team.
State of P&G Stock
Long-Term Incentive Choices
Benefits & Your Financial Plan