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Financial planning that could make life a little easier

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.

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.

P&G Financial Planning Checklist

Let’s achieve your goals together.

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 MEETING

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

Retirement Plans

Long-Term Incentive Choices

Benefits & Your Financial Plan

LEARN MORE

Source: 2021 PwC Employee Financial Wellness Survey

Let’s work together.

Even if you’re not quite ready to take the next step, we’d love to keep in touch.

*ARGI was established in 1995, under the name R.D.B, Inc.,  In 2001, R.D.B., Inc., was renamed Advisor’s Resource Group, Inc. In 2003, we began using the name ARGI Financial Group.  In January 2010, ARGI Investment Services LLC officially became a Registered Investment Advisor.

ARGI and P&G are separate and unrelated companies. ARGI is not affiliated with P&G, allowing ARGI to provide independent advice towards optimizing benefits and integrating them into a personal financial plan. ARGI’s advice has not been endorsed or approved by P&G or the fiduciary of any P&G retirement or other benefit plan. ARGI does not have a fiduciary relationship with any P&G plan. It has not been engaged by P&G to provide services relating to any such plan, and it does not have an official or endorsed status as an advisor for P&G employees or plan participants.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI Innovations, LLC (dba ARGIMax), a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.