We are a Financial Life Management Firm. Why Pegasus? At Pegasus Financial Group we are redefining Advisor-Client Relationships. Pegasus has been in business since 2007 and was established with the sole purpose of putting client needs first.
Rather than focus strictly on financial data, we take a broad view of each client’s personal situation and preferences. Our unique Financial Life Management process incorporates comprehensive life planning services that focus on cash flow to help make your money work harder and smarter in your daily life. In addition, we include portfolio management, implementing tax strategies, examining estate issues, and an added benefit of over 20 years tax preparation expertise within the firm. We are mindful that goals can change as life circumstances change. Whether you are starting out with your first job, looking to fund children’s college, deciding when to retire, or trying to create income for life, you can be assured that Pegasus Financial Group is here to help you. We continually monitor, reevaluate and adjust to the changes and challenges of your life. We value a Relationship that matters. We are focused on listening. It is essential that we truly understand your particular situation, including your needs, wants and wishes. The information we gather allows us to offer objective advice tailored to each individual needs. We believe in continual education. One of the most important tasks for us is to educate you on your options in a way that allows you to remain informed and engaged throughout the financial and life planning process. We are actively engaged with our clients. Our unique process allows us to continually help educate, organize, simplify and prioritize your financial and life decisions. We act as consultants to our clients and are a soundboard with open dialogue to ensure you remain on the path to achieve your goals, and dreams. Every day we strive to fulfill our motto:
“YOUR DREAMS, OUR WINGS”
Operating as usual
Does the Secure Act impact you and your investments? Check out Ryan's blog where he disusses possible ways that could affect you.
pegasusfg.com Sweeping new legislation related to tax and retirement reforms was passed into law by the President in December 2019. The SECURE Act includes numerous reforms to tax and retirement plan rules in what appears to be an attempt to address...
Ever wonder how to talk with your kids about money?? Check out Ryan's blog where he writes about key financial advice for your children.... http://www.pegasusfg.com/blog/
pegasusfg.com Blog Key Financial Advice for Your Children M. Ryan Albritton, CFP®, AIF® | Thursday, December 5, 2019 We’ve all heard the saying money doesn’t grow on trees. Our parents said it to us, and most likely we have said it to our children (or probably will say it to our children in the future). As ...
Avoiding a few common financial mistakes can go a long way toward achieving financial independence. Check out Ryan’s most recent blog where he outlines six missteps to avoid. http://www.pegasusfg.com/blog/
pegasusfg.com Blog Money Mistakes to Avoid M. Ryan Albritton, CFP®, AIF® | Tuesday, August 13, 2019 No emergency fund: A fully funded emergency fund works much like the foundation of a house. It’s the base upon which you build. If your foundation isn’t solid, you’re bound to run into trouble. Generally, y...
Check out Ryan's 2 most recent blogs where he breaks down Health Savings Accounts. Some pretty interesting facts are presented! Check it out here...
pegasusfg.com Blog HSA Part 2 – Utilizing as a Retirement Planning Tool M. Ryan Albritton, CFP®, AIF® | Wednesday, June 26, 2019 Wondering what a Health Savings Account (HSA) is? Please see my previous blog post from early June. In this post we’ll focus on how best to utilize an HSA. To get the most out of ...
Steve and Dave (along with their wives Tina and Chris!) were able to enjoy the sights of Sedona while out in Arizona for a United Planners conference! It's nice to be able to combine work with a little R&R...
What do you think when you hear the word "budget"?? Check out Ryan's blog where he tries to make sense of it!!
pegasusfg.com What do you think of when you hear the word budget? If you’re like most people, it’s not a positive word. You might think of handcuffs, restrictions, or failure. It doesn’t have to be this way. To start, let’s...
Congratulations are in order to our very own Ryan and his wife Sarah on the arrival of their new baby girl! Harper arrived this past Friday (1/18) weighing in at 6 pounds, 13 ounces and measuring 19 3/4 inches long! She is adorable and we all can't wait to meet her!
Our very own Steve Moss and Ryan Albritton participated last week in the 1st annual Ellie's Hats golf tournament. Great cause, great day and a great time with a few clients!
Peggy is on the move again, this time visiting an "old" friend!
Guess where Peggy is now?
hint : she's visiting the Presidents, but not at Nat's Park!
Peggy has made it to Maine!! (not such a secret with this one!!)
Gail, Mark and Peggy are on the move once again!
Peggy is at the ball park. The home town team is playing Gail’s Detroit Tigers. Look out Peggy! There is a Green Monster behind you...
Gail is on the move! Guess where Peggy is today (in case you missed it - Peggy is the stuffed Pegasus traveling with Gail and Mark!)??
clue - visiting Steamtown USA; also the birthplace of VP Joe Biden
Gail and Mark have left the state! Guess where Gail has taken Peggy to start off their trip?? clue - where they "gave their last full measure of devotion"...
Everyone here at Pegasus got together over the weekend to toast Gail and Mark as they are set to begin their "Second Adventure of a Lifetime". Congrats Gail and Mark! Enjoy!!
Is your child or grandchild in high school? Check out Ryan's blog as he continues to discuss ways to plan as your child plans for a post-secondary education.
pegasusfg.com As your child enters high school it’s important to review the investment allocation of your 529 account(s) if you have not done so already. We recommend reviewing your account allocation annually, however, it’s especially...
New baby (or grandchild) in the family? Have you started to save for college yet? It's never too early to start! Check out Ryan's blog on saving for college...
Check out this interesting article written by Pegasus client, Rick Potts. Rick is a paleoanthropologist with the Smithsonian Institution. The article (that also appeared in the Washington Post this week) discusses his research in Kenya about human capabilities and the evolution of their tools.
princegeorgecitizen.com In 320,000-year-old colored rocks and sophisticated stone tools uncovered at an archaeological site in southern Kenya, scientists say they've found early evidence of what makes humans unique. The. . .
Have you read any of our blogs lately (great topics such as cybersecurity and RMDs)? Check out Gail's recent blog on gifts and retirement savings!! http://www.pegasusfg.com/blog
pegasusfg.com Blog Gifts and Retirement Savings - limits and phase-outs Gail A. Fialkow, CFP® | Wednesday, February 7, 2018 2018 brings several changes to gifting, estate tax and retirement savings limits. Individual Gifts The gift tax exclusion increases in 2018 to $15,000 from one donor to one recipient up fro...
Check out this week's blog that focuses on year end capital gains!!
pegasusfg.com Blog Year End Capital Gains Andrew J. Mika, CFP Candidate® | Monday, December 11, 2017 As the end of the year approaches, now is a good time to start thinking about capital gains. This year, many segments of the market experienced very nice gains. If capital gains are distributed outside of qualifi...
Steve and Tina recently traveled to San Antonio with friends (and clients!) Tim and Linda Carroll. They were able to enjoy the sites and of course get in some golf!!
Check out this week's blog that Ryan wrote, detailing 529s in Virginia! Have any questions? Give us a call!
pegasusfg.com In my last blog post I provided a summary of the three 529 plans available in Virginia. The Prepaid plan allows you to prepay college tuition at current rates established by the state. Invest and CollegeAmerica allow you to save into...
Check out Ryan's latest blog on saving for college!! http://www.pegasusfg.com/blog
pegasusfg.com Blog Saving for College - 529 Options M. Ryan Albritton, CFP®, AIF® | Monday, September 18, 2017 With college expenses on the rise the mere thought of helping your children or loved ones pay for their education may be daunting. According to a recent study by CollegeBoard, average in-state tuition, f...
Our very own Ryan Albritton, along with his wife Sarah, were recently able to travel to Costa Rica and dive at Catalinas. Check out what they were able to see! Looks like an amazing trip!
While vacationing in Brunswick Forest down in Leland, NC, Steve and Tina had the pleasure of meeting Paula Deen and checking out her new cookbook!
Client Lauren Fialkow, pictured here with "Lucy" at the National Museum of Ethiopia in Addis Ababa, is able to pursue her Master's degree abroad in Non-Profit Management and Leadership at the Hebrew University in Jerusalem as a result of her parent's due diligence in investing with a 529 for her education! Another one of our clients, Rick Potts, director of the Smithsonian Institution Museum of Natural History's Human Origins Program, has also studied "Lucy" extensively over the years and was instrumental in keeping "Lucy" safe in Ethiopia. A cast of "Lucy" is housed in the Human Origins Laboratory at the Smithsonian National Museum of Natural History.
Congratulations to Pegasus client Tina on completing her 100th class at Pure Barre in South Riding. Quite an accomplishment!! Way to go!!
Andy, our own CFP candidate, was able to find a Pegasus or two while on vacation in the Outer Banks!!
Happy Fourth of July from everyone at Pegasus!!
Family, friends, co-workers and Pegasus clients recently helped Steve celebrate turning 60! Congratulations Steve!!
Congratulations to clients Jamie and Nate Hardy on earning their Pegasus "First New Home" wings! Hope you have many happy years in your new home!
Tracy and her family celebrated her son Matt's Fifth Grade Promotion recently. Matt earned his Elementary School wings and will be attending Middle School in the fall! Congratulations Matt!
Client Tina Moss earned her Pegasus Wings with her first birdie on the #12 at Chantilly Golf & Country Club. She has only been playing for about 8 months. It won't be long before she has to give Steve strokes!
Steve recently attended a Fiduciary conference in Nashville, TN where he received continuing education credits for his Accredited Investment Fiduciary (AIF) credentials. He took a picture with a country music horse hoping to earn his Pegasus "wings"!
Steve recently attended client Carroll Franklin's performance of Prometheus at Ashby Ponds. Carroll portrayed Prometheus with rave reviews by those in attendance. Nice work Carroll!
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