What We Do

At PGR Solutions, LLC, we don’t just offer traditional financial planning—we provide life planning. We take the time to discover your goals in life, then develop the financial and investment strategies to help you achieve them. We make sure you understand your money so you can feel confident that it will get you to where you want to go. What’s more, you never have to walk the road alone. Every transition, every hurdle, every success—we help make sure you are financially prepared for all the twists and turns of your life’s journey.

Who We Help


Individuals and Families

We provide financial planning and investment management to help see you through all of life’s changes.



We have more than 20 years of experience in providing retirement plan fiduciary advice, administration and consulting for small businesses.

Financial Advisors

Our investment solutions free you to focus your time and energy on building your business and serving your clients.