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PFG Private Wealth Management
(813) 286-7776 Take the Check

Retirement Readiness Check

How ready are you for retirement?

A few quick questions tell you a lot. Take the 60-second check, and an advisor from our team will walk you through exactly where you stand.

Take the 60-Second Check Free. No pressure. No obligation.
1969Serving Tampa Bay since
Lutz, FLOur home office
60 secIs all the check takes

01 Why it matters

Most people are guessing

Not because they haven't saved. Because nobody has ever shown them where they actually stand.

64%

of Americans fear running out of money more than death itself.

Allianz Annual Retirement Study, 2025

69%

of Gen X says they feel behind on retirement savings.

Bankrate, 2025

60 sec

is what it takes to stop guessing and find out where you stand.

That part is on us.

02 How it works

Three steps. The whole thing costs you a conversation.

STEP 01

Answer a few questions

Sixty seconds, on your phone or at your desk. Your timeline, your situation, and what matters most to you. No documents needed and nothing to prepare.

The check · step 1 of 5

Quick questions

When do you plan to retire?Tap to answer
Where are your savings today?Private
What worries you most?Your words

STEP 02

An advisor reviews where you are

A real person from our team, in our Lutz office, looks at your answers before you ever get a call. When we reach out, we've already done the homework.

Reviewed by our team

Before we call

Your timeline and horizonNoted
Where you are todayNoted
What matters most to youNoted

STEP 03

A real conversation

Thirty minutes, at your convenience. You leave with a clear picture of where you stand and what to think about next. What happens after that is entirely up to you.

Your conversation

What to expect

Scheduled around you30 min
Plain answers, no jargonPromise
No pressure, no obligationAlways

03 The firm behind the check

Five decades of Tampa Bay retirements. Yours could be next.

F.01

Since 1969

PFG Private Wealth Management has served Tampa Bay clients through every kind of market for more than five decades.

F.02

Straightforward

A fee-based firm that is clear about how we work and how we are paid.

F.03

Local, actually

Our office is in Lutz. Our clients are in Carrollwood, Wesley Chapel, Land O'Lakes, and across greater Tampa.

F.04

Your interests first

That is the standard PFG proudly upholds, in every conversation.

04 Fair questions

Asked by everyone. Answered up front.

Is this a sales pitch?

No. It is a conversation about where you stand. There is no obligation, and you decide if there is a next step.

What does it cost?

Nothing. The check and the conversation are complimentary.

What happens to my answers?

They stay with PFG. They are reviewed by our team, used for your conversation, and never sold or shared.

Sixty seconds now. A clearer picture for the years ahead.

Take the Retirement Readiness Check and see where you stand.

Take the 60-Second Check
Take the 60-Second Check